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
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