Branch Manager
Penticton, BC +1First West
6+ ans6+ gestionCandidates need a bachelor's degree or equivalent experience, six years in a financial institution branch leadership role, and sales leadership and coaching experience. A mutual fund licence and Branch Compliance Officer designation are required, and the internal certification program must be completed.
Microsoft Office, banking software
Wealth Services Assistant
Victoria, BCFirst West
2+ ansCandidates need a high school diploma, two years in a financial institution or brokerage as an investment advisor assistant, and strong organization and communication skills. A CIRO investment representative licence (CIRE) may be required depending on the advisor assigned.
Microsoft Office
Associate Wealth Advisor
Victoria, BCFirst West
2+ ansCandidates need a related college or technical diploma, CIRO Registered Representative licensing and financial planning experience with high-net-worth clients. They also need strong analytical, sales and communication skills, and must obtain LLQP and CIRO courses within one year of hire.
Financial planning software, Microsoft Office