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Financial Advisor: Member Wealth & Lending Specialist

Company

Envision Financial, a division of First West Credit Union

Location

mission, Canada

Type

Full-time

A leading credit union located in Mission, British Columbia is seeking a Financial Advisor to provide exceptional customer service and manage member relationships. This role involves processing complex financial transactions, supporting branch goals, and advising members on their financial needs. Candidates should have a relevant diploma, a Mutual Funds License, and at least 2 years of experience in a Member Advisor capacity. The ideal candidate will be a self-starter with strong problem-solving skills, proficient in various financial software, and capable of working independently.
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