Financial Advisor for Member Success
Location
penticton, regional district of okanagan similkameen
Job Type
Full-time
Category
Other-General
Posted
June 17, 2026
Join First West as a Financial Advisor focused on member success and exceptional service. This role involves providing comprehensive financial solutions and managing member relationships effectively.
As a Financial Advisor, you will understand the needs of members and navigate their financial journeys with expertise. This position requires processing a variety of lending services and transactions while actively supporting branch goals. Your role is vital in fostering strong client relationships and delivering quality service that meets member expectations.
Key Responsibilities:
• Build lasting relationships and advise members on finances
• Handle complex transactions like loans and investment products
• Assist branch efforts in achieving sales and referral targets
• Complete required follow-up and administrative duties
• Prioritize tasks to maintain a consistent member experience
Requirements:
• College diploma or equivalent experience required
• 2 years i...
As a Financial Advisor, you will understand the needs of members and navigate their financial journeys with expertise. This position requires processing a variety of lending services and transactions while actively supporting branch goals. Your role is vital in fostering strong client relationships and delivering quality service that meets member expectations.
Key Responsibilities:
• Build lasting relationships and advise members on finances
• Handle complex transactions like loans and investment products
• Assist branch efforts in achieving sales and referral targets
• Complete required follow-up and administrative duties
• Prioritize tasks to maintain a consistent member experience
Requirements:
• College diploma or equivalent experience required
• 2 years i...