Student (Wealth) - Surrey - First West Credit Union

Description

Overview

At First West our First West Wealth Management team of Senior Wealth Advisors and their support team work with our most valued families. They provide complex financial planning and advice with the industries widest selection of solutions and products. The support team assists our advisors with all aspects of the relationship including onboarding, account maintenance, inquiries, coordination of meetings and tracking of business results. This is a full time 4-month temporary role from the beginning of May to the end of August, offering hands on experience, professional skill development, and the chance to build a strong network across First West Credit Union.

Accountabilities

• Departmental Support: Provides administrative assistance and support to your assigned department, ensuring tasks are completed accurately and on time. Prepares ad hoc data and reports as required.
• Content & Documentation: Updates existing documents and create new content and documentation to support departmental initiatives.
• Project Work: Participates in project assignments, collaborating with team members to achieve project goals.
• Professional Development: Connects regularly with your leader, and build your professional network in a supportive, collaborative environment.
• Community Engagement: Connects with the First West student community and take part in activities designed to enhance your experience.
• Relationship Building: Liaises and builds trusted working relationships with internal stakeholders across various departments. Collaborates with team members and leaders to support projects and initiatives, while developing your professional network within First West Credit Union.

Required Skills, Experience & Qualifications

• Currently enrolled in an undergraduate degree program or post-secondary education
• Committed to developing skills and making an impact across multiple functions within a credit union, including finance, administration, and community programs
• Experience with one or more Microsoft Office applications (Word, PowerPoint, Excel, Outlook)
• Strong problem-solving and analytical skills.
• Ability to work independently and collaboratively.
• Eagerness to learn new concepts, systems, and software quickly.
• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

About Us

What's in it for you:

First, we strive to make our team members feel genuinely rewarded. You'll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual's skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we're powered by giving back—in big ways and through small gestures. That\'s why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you'll be able to elevate your potential. Wherever your own purpose leads, we're here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it's preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We're a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit for more information on First West Credit Union.

Candidates: if you are being considered, you will be contacted if selected for an interview.

Job Info

• Job Identification 3587
• Job Category FW Wealth Management
• Posting Date 01/26/2026, 07:54 PM
• Apply Before 02/10/2026, 01:00 AM
• Locations 710, nd St, Surrey, BC, V4P 3K1, CA