Financial Advisor: Portfolios & Member Solutions
Job in
Duncan, BC, Canada
Listed on 2026-01-09
Listing for:
First West Credit Union
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading credit union in Duncan, British Columbia, is seeking a Financial Advisor to provide exceptional customer service and financial advice. The successful candidate will manage member portfolios, process transactions, and achieve branch goals. A College or Tech School Diploma and Mutual Funds License are required, along with 2 years of experience in a Member Advisor role. Join a dedicated team to build relationships and deliver comprehensive financial services.
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