Banking Advisor Kelowna

Overview

On-Site

Contract and Schedule

Permanent • Type of Contract: Permanent • Schedule: Full time

Role and Responsibilities

• Provide advisory services and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure adherence to compliance and risk management rules.
• Work with a team of experts specializing in investment, mortgage financing, and other areas.
• Contribute to knowledge sharing within the team and benefit from on-the-job learning to master the role.

Training and Development

Our training programs use on-the-job learning to help you master your role. Access personalized training content on topics such as banking solutions and the advisory approach to support ongoing learn...