Senior Financial Advisor: Grow Client Wealth

A leading credit union in Kelowna is seeking a Senior Financial Advisor to deliver exceptional customer service to members. The role involves managing a portfolio through proactive contact, providing financial advice, and processing complex transactions. Candidates should possess a college diploma and mutual funds license, with 2-3 years of relevant experience. Strong relationship-building and sales skills are essential. This position offers rewarding career growth in a supportive environment.
#J-18808-Ljbffr