Financial Advisor (Sardis Branch)
Chilliwack, BCFirst West
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.
Microsoft Office, Banking 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