Financial Advisor (Oliver Branch)
On-site · Oliver, British Columbia, Canada
Job Summary
The Financial Advisor role involves providing exceptional customer service to members by offering a range of deposit, investment, and complex lending services. Key responsibilities include building strong relationships with members, processing complex member transactions, supporting annual branch goals through proactive promotion, and performing various administrative duties. The position requires a College or Tech School Diploma, Mutual Funds License, and a minimum of 2 years in a Member Advisor role. Candidates should demonstrate problem-solving skills, organizational abilities, and proficiency with relevant software.
Required Qualifications
- College or Tech School Diploma in related discipline or equivalent combination of education and experience
- Mutual Funds License
- 2 years in a Member Advisor role or equivalent
- Proficiency in Microsoft Office and banking software programs
Desired Qualifications
- PFP certification
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