Wealth Planning Specialist
Duncan, BC +2$50k–$85k/yr
First West
6+ YOEFirst 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
Member Advisor
Princeton, BCOn-site
First West
2+ YOECandidates 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