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
Member Advisor
Penticton, BCFirst West
2+ YOECandidates need a high school diploma or equivalent, 2 years of retail or customer service experience, and sales and cash handling experience is preferred. They must complete the Tru Cooperative Sales Essentials Course within 6 months of hire and pass the internal certification program.
Microsoft Office
Document Governance Specialist
Langley, BC +4First West
4+ YOECandidates need a college, trade or tech diploma and 4 years of related experience, ideally in financial services. They should know operations, compliance and regulatory manuals, have SQL and QA testing skills, and communicate clearly with diverse stakeholders.
MS Office, SQL, PGPP portal, E-sign