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Senior Financial Advisor - Client Growth & Solutions

Company

First West Credit Union

Location

keremeos, regional district of okanagan similkameen

Posted

June 18, 2026

Position Overview

A leading financial cooperative in BC is seeking a Senior Financial Advisor to provide exceptional customer service to members. The advisor will manage a portfolio and conduct complex transactions while supporting branch goals through proactive promotion of products. Candidates should have a diploma, Mutual Funds License, and a successful track record in sales. Benefits include customizable health options, performance-based compensation, and flexible work arrangements.
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