Financial Planner
Armstrong, BC +1First West
5+ YOECandidates 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
Senior Member Experience Advisor (MAC)
Langley, BC +4First West
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
Senior Financial Advisor (Brentwood Branch)
Brentwood Bay, BCFirst West
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.
Microsoft Office, banking software