Financial Advisor (Orchard Plaza Branch) (Kelowna)

We are currently seeking a Financial Advisor to 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.

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 products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protectio...