Kelowna, BC, Canada

Job Description

We are currently seeking aFinancial Advisorto 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.

Here's what would be included as a part of your typical day

• Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
• Member Transactions : Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment prod...