Full-time

Senior Financial Advisor (Orchard Plaza Branch)

Posted by First West Credit Union • June 02, 2026

📍 kelowna, bc, Canada
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Description

Overview We are currently seeking a Senior Financial Advisor to join our team.

The Senior Financial Advisor provides 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.

Responsibilities

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 $500,000 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 including, but not limited to: MFDA products and services; retail mortgage...

Ready to Seal the Deal?

Submit your application today and take the next step in your career with First West Credit Union.

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