Wealth Planning Specialist
Nanaimo, BC +150k $/anHybride
First West
6+ ansCandidates need a bachelor's degree or equivalent, a Mutual Funds licence and CFP designation, and six years of investment or financial planning sales experience. Strong sales, networking, communication and financial statement analysis skills are also required.
Conquest, Microsoft Office, financial planning software
Senior Accountant
Langley, BC +4Hybride
First West
5+ ansCandidates need a CPA, a bachelor's degree in business, accounting or a related field, and 5 years of accounting experience. Strong IFRS knowledge, taxation skills and advanced Excel are required, and experience in a financial institution is an asset.
Excel, Oracle, MS Office