Expert Financial Advisor Role (Penticton)

Step into an Expert Financial Advisor position at First West, where you will provide outstanding financial advice and service to our community members. This role emphasizes a comprehensive approach to member transactions and lending solutions. In this role, you will focus on building relationships while guiding clients through their financial journey. You’ll manage complex transactions, such as personal loans and investment services, to meet diverse client needs. Your contributions will help achieve branch objectives and build a solid community presence. Key Responsibilities: • Identify member life stages and provide tailored financial advice • Process a wide range of personal and business transactions • Promote First West’s products to meet sales targets • Perform administrative duties related to member services • Manage schedules to ensure consistent service quality Requirements: • Diploma or equivalent education in related disciplines • Minimum 2 years in a Member Advisor or similar role • Must possess a Mutual Funds License • Proficient in banking software and Microsoft Office • Strong organizational and interpersonal skills Make a significant impact in the financial well-being of our members while growing your career with First West. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ordix