Senior Financial Advisor (Kelowna)

We are currently seeking Senior Financial Advisors to join our team in Kelowna.

This role focuses on providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

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. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• Member Transactions: Processes a full range of complex member transactions includ...