Accounting & Finance

Business Banking & Wealth Advisor

First West Credit Union

Surrey · Metro Vancouver Regional District · Canada

First West Credit Union is seeking a full-time Business Banking Advisor in Surrey to develop and manage a portfolio of business banking members, provide ongoing advisory services, and coordinate with product specialists to meet sales targets. The role also includes wealth management solutions as part of MFDA oversight and risk-management activities.

The ideal candidate holds a Bachelor's in Business, Mutual Funds license, and at least 4 years in lending or credit; certification progress is

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Reference: WJ-291_11861142

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