Assistant Branch Manager
Enderby, BCFirst West
4+ YOETru 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
Associate Wealth Advisor
Chilliwack, BCFirst West
2+ YOECandidates need a related diploma, CIRO Registered Representative licensing, and a financial planning designation such as CFP, PFP or CFA within two years. They also need 2-4 years of investment advisory experience with high-net-worth clients and strong sales, analytical and communication skills.
Microsoft Office, Financial planning software