Member Advisor
Kelowna, BCFirst West
2+ ansCandidates need a high school diploma or equivalent plus two years of retail or customer service experience. Sales and cash handling experience is preferred, along with strong interpersonal skills, flexibility and Microsoft Office proficiency. The Tru Cooperative Sales Essentials Course and internal certification must be completed within set timeframes.
Microsoft Office
Wealth Planning Specialist
Duncan, BC +2First West
6+ ansFirst West needs a bachelor's degree or equivalent experience, a Mutual Funds License, a CFP designation and six years in investment or financial planning sales. Strong sales, networking, communication and financial statement analysis skills are also required.
Conquest, Microsoft Office, financial planning software
Member Advisor
Princeton, BCFirst West
2+ ansCandidates need a high school diploma or equivalent, two years of retail or customer service experience, and sales and cash handling experience preferred. They must complete the Tru Cooperative Sales Essentials Course and internal certification within set timeframes.
Microsoft Office, Online banking platform, Digital banking platform