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Financial Advisor (Oliver Branch)

Fa Eomj Saasfaprod1 · Oliver, BC, Canada

AccountingExternal listingfull-time15 days ago

About The Role

Financial Advisors provide 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.

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