We are currently seeking a Senior Financial Advisor to join our team.
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.
Here’s what would be included as a part of your typical day
Required Skills, Experience & Qualifications
Senior Financial Advisor (Rutland Branch) • Kelowna, BC, Canada
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