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Senior Financial Advisor: Client Wealth

Job in Kelowna, BC, Canada
Listing for: First West Credit Union
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Position: 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.
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Position Requirements
10+ Years work experience
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