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Financial Advisor

Location: Kelowna
Category: Finance
Type: Full Time


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Our client is one of the best-known financial brands that prides itself in helping individuals form lifetime financial security and live healthier lives. They are seeking an enthusiastic financial advisors who have a passion for helping people. As a Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.


Main Duties:


• Grow your client base by prospecting within your network and in your community

• Meet with prospects and clients to review their goals

• Provide trusted advice about the right life and health insurance products to protect against risk

• Deliver personalized, ongoing financial solutions to help clients work toward their long-term

investment and retirement goals

• Build and grow your business through referrals




• Self-motivated, highly driven and entrepreneurial

• Goal-oriented with a strong work ethic

• Strong character and integrity

• Continuous learner with a deep interest in client needs

• Ability to develop and maintain relationships

• Excellent communication skills

• Persuasive, able to motivate others to action

• Business development and prospecting skills

• Strong sales orientation and a passion for putting clients first


This position uses a commission-based compensation and gives the opportunity to build and grow your own business.

This is a union position with excellent wages, benefits, and a pension plan. If this sounds like it is the right opportunity for you, please forward your resume to jobs@okanaganstaffing.com with the subject line "financial advisor"

We thank all applicants, however, only those qualified will be contacted.