Associate Wealth Advisor
Chilliwack, BCFirst West
2+ ansCandidates need a related two-year diploma, CIRO registration and LLQP within a year of hire, and a financial planning designation such as CFP, PFP or CFA within two years. They also need 2-4 years in a portfolio advisory role with high-net-worth clients, plus strong sales, analytical and financial planning software skills.
Financial planning software, Microsoft Office
Member Advisor
Penticton, BCFirst West
2+ ansCandidates need a high school diploma or equivalent, 2 years of retail or customer service experience, and sales and cash handling experience is preferred. They must complete the Tru Cooperative Sales Essentials Course within 6 months of hire and pass the internal certification program.
Microsoft Office