Financial Planner
Armstrong, BC +1First West
5+ ansCandidates need a college diploma, a mutual funds licence, and at least a PFP designation, plus five years of financial planning or investment sales experience and two years in retail lending. Strong sales, communication and planning software skills are required.
Microsoft Office, financial planning software
Financial Advisor (Sardis Branch)
Chilliwack, BCFirst West
2+ ansCandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds licence and two years in a member advisor role. They must be self-starters who can prioritize work and use Microsoft Office and banking software.
Microsoft Office, Banking software
Senior Member Experience Advisor (MAC)
Langley, BC +4First West
2+ ansFirst West needs candidates with a two-year college or tech diploma or equivalent experience, a Mutual Funds License, and 2-3 years as a financial advisor. Candidates must have a proven record of meeting sales targets, strong written and phone communication, and comfort with Dynamics 365 and virtual systems.
Dynamics 365, Microsoft Office, virtual call systems, banking software
Member Services Advisor UN (Mill Bay Branch)
Mill Bay, BCFirst West
1+ ansCandidates need a high school diploma, one year of retail or customer service experience, and completion of the Tru Cooperative Bank Sales Essentials Course within six months of hire. A good credit score, a clean background and criminal record check, and compliance training are also required.
Microsoft Office, ATM