Job Description & How to Apply Below
A leading financial cooperative in Kelowna is seeking a Senior Financial Advisor to provide exceptional customer service and financial advice to members. The role involves managing a portfolio of members, processing complex transactions, and supporting branch goals through product promotion. Ideal candidates will have a College diploma, Mutual Funds License, and 2-3 years in a similar role. Competitive compensation and rewarding benefits are offered, including flexible work arrangements.
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Position Requirements
10+ Years
work experience
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