Finance & Accounting Jobs


Job title :OPERATING ROOM/LOGISTICS/PURCHASING LIAISONCommunity :PENTICTONFacility :PENTICTON REGIONAL HSPTLStatus :CASUALPosition SummaryPenticton Regional Hospital is looking for a Casual Operating Room/Logistics/Purchasing Liaison to join their team! Apply today! When you apply, please ensure you include the following documentation for your application to be considered:• Your High School Diploma• Copies of recognized Accounting Courses;• Your Resume indicating […]

Assistant Branch Manager

The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch, within designated limits and authority, in the absence of the branch manager.

Senior Manager, Domestic Tax

This is a unique and exciting opportunity for a Senior Tax Manager to act as a key member of a dynamic full-service Tax practice, with plenty of opportunities to take the lead role on client engagements, and advise clients in connection with tax strategies and solutions. Operating out of our Penticton office, you will assist the practice by developing and growing the Interior BC market for Tax services. The ideal candidate will thrive in an entrepreneurial culture that provides high levels of autonomy to its people, enabling them to really make a difference.
We are looking for a team player who is committed to providing the highest level of service to our clients and helping us build our reputation as the preferred business advisors in our market place.

Compliance Officer

Reporting to the Director, Corporate Credit, the Compliance Officer (FWC) manages and maintains a continuous and comprehensive audit program for First West Capital’s credit portfolio. Ensures a compliance framework is maintained within regulatory requirements. With the guidance of the Director, Corporate Credit and Director, Operations FWC, this role will also develop, implement and maintain internal controls and systems to ensure an acceptable level of risk is in place for the portfolio. Works proactively to identify, escalate and resolve non-compliance issues in FWC accounts.

Wealth Planning Specialist

The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and provides recommendations that meet the members life cycle needs. Based on member fit, the Wealth Planning Specialist is the primary decision maker as to who manages the member’s ongoing financial needs and using the Wealth Continuum guidelines, will refer the member to the appropriate SFA, WA or SWA. As part of the discovery process, the WPS proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services. The WPS provides support/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required. This role does not manage a member portfolio of business.

Member Services Advisor

The Member Services Advisor is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor.

Senior Financial Advisor

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

Financial Advisor

We are seeking a Financial Advisor who will proactively support our members’ financial wellness by engaging in deep conversations to truly understand their goals, needs and money pain points by providing personalized solutions that fulfill their life, business and financial goals.


Secondary (high) school graduation certificate2 years to less than 3 years Business Equipment and Computer Applications MS Access MS Excel MS Word Accounting software MS Outlook Specific Skills Reconcile accounts Prepare trial balance of books Post journal entries Calculate fixed assets and depreciation Maintain general ledgers and financial statements Calculate and prepare cheques for payroll […]

Personal Banking Associate

Address: 195 Main Street Job Family Group:Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve […]

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