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Island Savings, a division of First West Credit Union

Financial Advisor (Orchard Plaza Branch)

Kelowna, BC, CanadaPosted 3 days ago
hybrid

Job Description

We are currently seeking a Financial Advisor to join our Orchard Plaza Branch in Kelowna. 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.

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Financial Advisor (Orchard Plaza Branch) at Island Savings, a division of First West Credit Union | Renata