2+ YOECandidates need a high school diploma or equivalent, two years of retail or customer service experience, and strong interpersonal and sales skills. Completion of an internal sales course and certification within set timeframes is required, and computer skills such as Microsoft Office are needed.
3+ YOECandidates 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.
4+ YOECandidates need a college, trade or tech diploma, 4 years of related experience, and financial services experience with credit union or business systems. Strong SQL, QA, communication and project management skills are also required.
5+ YOECandidates 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.
2+ YOECandidates 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.
2+ YOECandidates 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.
2+ YOECandidates 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.
2+ YOECandidates 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.
6+ YOEFirst West needs a candidate with a bachelor's degree or equivalent experience, a Mutual Funds License and CFP designation, and six years in investment or financial planning sales. Strong sales, relationship-building and communication skills are required.
Conquest, Microsoft Office, financial planning software
2+ YOECandidates 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 is required.
Microsoft Office, Online banking platform, Digital banking platform
2+ YOECandidates need a two-year college or technical diploma or equivalent experience, a Mutual Funds licence, 2-3 years as a financial advisor, and proven sales results. They must also be proficient with Microsoft Office and banking software.
5+ YOECandidates need a college or tech diploma (a bachelor's is preferred), a mutual funds licence and a PFP designation, plus five years of financial planning or investment sales experience and two years in retail lending. Strong sales, communication and financial planning software skills are required.
2+ YOECandidates 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.
4+ YOECandidates 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.
2+ YOEFirst 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
1+ YOECandidates 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.
2+ YOECandidates need a bachelor's degree or equivalent experience, the Life Insurance Qualifying Program (LLQP), and 2 to 4 years in life insurance sales. Strong sales, relationship-building, communication and Microsoft Office skills are required.
2+ YOECandidates 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.
2+ YOECandidates need a high school diploma or equivalent and two years of retail or customer service experience. Sales and cash handling experience is preferred, along with strong interpersonal skills and basic computer proficiency.
5+ YOECandidates need a bachelor's degree in a related field or equivalent education and experience, plus 5 years of retail or commercial banking experience. Sales experience is preferred, along with strong communication, organization and Microsoft Excel and Word skills.
6+ YOECandidates need a bachelor's degree or equivalent experience, plus six years in commercial sales or lending. Strong financial statement analysis, risk management, relationship-building and Microsoft Excel and Word skills are preferred.
5+ YOECandidates need a CPA designation, a bachelor's degree in business administration, accounting or a related field, and five years in an accounting role. Strong IFRS knowledge, advanced Excel skills and the ability to work independently under deadlines are essential.
2+ YOECandidates need a high school diploma or equivalent, two years of retail or customer service experience, and strong interpersonal and sales skills. They must complete the Tru Cooperative Sales Essentials Course within six months of hire.
2+ YOECandidates need a college or tech school diploma in a related field or equivalent experience, a mutual funds licence and 2 to 3 years as a financial advisor. They also need a track record of meeting sales targets and strong advisory and computer skills.