The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.
Member Advisor (High Street Branch)
Abbotsford, BC
Financial Planner (Cherry Lane, Oliver & Keremeos Branches)
Penticton, BC
Member Fulfillment Centre Administrator
Langley, BC
Senior Financial Advisor (Oliver Branch)
Oliver, BC
Senior Financial Advisor (Penticton Main Branch)
Penticton, BC
Financial Advisor (Keremeos Branch)
Keremeos, BC
Financial Analyst, FP&A
Ventas, Inc. · IL - Chicago
Financial Analyst
Rhenus · Plainfield, IN
Advisor, Financial Systems (SAP FI/CO)
Cardinal Health · OH-Dublin-Cardinal Place
Financial Assistant
Yale University · Sage-Bowers Hall
Manager Financial Planning & Analysis (hybrid)
NiSource · Columbus OH - Arena District; Merrillville IN-SLC
Financial Representative - Philadelphia, PA
fidelity dental care · Philadelphia, PA