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Envision Financial, a division of First West Credit Union

Financial Advisor (South Point Branch)

Surrey, BC, CanadaPosted 1 weeks ago
onsite

Job Description

We are currently seeking a Financial Advisor to join our team in South Point.

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.

Financial Advisor (South Point Branch) at Envision Financial, a division of First West Credit Union | Renata