Banking Advisor (Kelowna)

Responsibilities

• Give advice and offer appropriate solutions for Personal and Small Business clients to meet transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure adherence to compliance and risk management rules.
• Collaborate with a team of experts specializing in investment, mortgage financing, and other areas.
• Share knowledge and help each other.

Qualifications

• Advisory service experience.
• Inclusive attitude and openness to diversity.
• Languages: English.
• Knowledge or experience in Finance, Information Analysis, Investments, Mortgage Lending, Personal Banking, Retirement Planning.

Benefits

• Competitive compensation.
• Flexible benefits including adaptable group insurance, generous pension plan, employee and family assistan...