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Financial Advisor (Penticton Main Branch)

Fa Eomj Saasfaprod1 · Penticton, BC, Canada

Imported listingfull-time5 months ago

About The Role

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.

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