First West a 65 offres ouvertes au Canada en date du 10 novembre 2026. Principaux lieux : Langley, Victoria et Kelowna.
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First 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
First West
4+ ansTru Cooperative Bank needs candidates with 4 years of progressive sales advisory experience in financial services, a Bachelor's degree or equivalent, and a mutual fund licence depending on region. Candidates also need proven sales leadership and coaching experience, a record of meeting sales targets, and strong Microsoft Office and banking software skills.
Microsoft Office, banking software
First West
4+ ansCandidates need a bachelor's degree in a quantitative discipline, with a master's preferred, and 4-5 years of relevant professional experience. Advanced Python or R skills, statistical modelling knowledge, and strong documentation and stakeholder communication skills are required.
Python, R
First 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
First West
8+ ansFirst West needs candidates with a bachelor's degree in IT or a related field and 8+ years of progressive ERP or technology leadership experience, preferably Oracle and financial services. Strong strategy, vendor negotiation, regulated-environment and Generative AI knowledge is also required.
Oracle ERP, OFSAA
First 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
First West
3+ ansCandidates need a diploma in business, finance, risk, criminology, information security or data analytics, plus three years in fraud prevention or financial crime analytics. They also need strong Excel skills, analytical and communication ability, and experience with fraud or transaction-monitoring systems.
Excel, SQL Server, Power BI, PowerPivot, Python
First West
4+ ansCandidates need a college, trade or tech diploma and 4 years of related experience, ideally in financial services. They should know operations, compliance and regulatory manuals, have SQL and QA testing skills, and communicate clearly with diverse stakeholders.
MS Office, SQL, PGPP portal, E-sign
First West
5+ ansCandidates need a college or technical diploma, about 5 years of operations or risk management experience, and strong project management skills. Financial services experience, risk certification and leadership ability are preferred.
Agile tools
First West
2+ ansCandidates need a college or tech diploma, a Mutual Funds License, and two years in a member advisor role or equivalent. They must identify member needs, manage their own workload, and be proficient in Microsoft Office and banking software.
Microsoft Office, banking software
First West
2+ ansCandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds License and 2-3 years as a financial advisor. Strong advisory, sales and relationship skills, computer proficiency and sound judgment about risk and policy are required.
Microsoft Office, banking software
First 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
First West
2+ ansCandidates need a high school diploma or equivalent, two years of retail or customer service experience, and strong interpersonal and sales skills. Completion of the Tru Cooperative Sales Essentials Course and internal certification within set timeframes is required.
Microsoft Office
First 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
First 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
First West
2+ ansCandidates need a college or tech diploma or equivalent experience, a Mutual Funds License, 2-3 years as a financial advisor and a proven record of meeting sales targets. Strong advisory conversation skills and computer proficiency are also required.
Microsoft Office, Banking software
First West
5+ ansCandidates need a college diploma, a mutual funds licence, and at least a PFP designation, plus five years of financial planning or investment sales experience and two years in retail lending. Strong sales, communication and planning software skills are required.
Microsoft Office, financial planning software
First West
2+ ansCandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds licence and two years in a member advisor role. They must be self-starters who can prioritize work and use Microsoft Office and banking software.
Microsoft Office, Banking software
First West
4+ ansCandidates need a bachelor's degree in business or an equivalent mix of education and experience, plus four years of retail, business or commercial lending or credit experience. A Mutual Funds licence and completion of the internal certification program are required, and sales experience is preferred.
Microsoft Excel, Microsoft Word
First West
2+ ansFirst West needs candidates with a two-year college or tech diploma or equivalent experience, a Mutual Funds License, and 2-3 years as a financial advisor. Candidates must have a proven record of meeting sales targets, strong written and phone communication, and comfort with Dynamics 365 and virtual systems.
Dynamics 365, Microsoft Office, virtual call systems, banking software
First West
1+ ansCandidates need a high school diploma, one year of retail or customer service experience, and completion of the Tru Cooperative Bank Sales Essentials Course within six months of hire. A good credit score, a clean background and criminal record check, and compliance training are also required.
Microsoft Office, ATM
First West
2+ ansFirst West needs candidates with a bachelor's degree or equivalent experience, the LLQP licence and 2 to 4 years in life insurance sales. Strong sales, communication and relationship-building skills and Microsoft Office proficiency are also required.
Microsoft Office
First West
2+ ansCandidates need a high school diploma or equivalent, two years of retail or customer service experience, and strong interpersonal and sales skills. Completion of internal Sales Essentials and role certification is required within set timeframes.
Microsoft Office
First West
2+ ansCandidates need a high school diploma or equivalent, two years of retail or customer service experience, and strong interpersonal skills. Sales and cash handling experience and basic Microsoft Office skills are also expected.
Microsoft Office
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