Charla Johnstone Email
Branch Manager @ Valley First, a division of First West Credit Union
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Charla Johnstone Location
- Kamloops, BC, CA
Charla Johnstone Work
- 2021 -now Branch Manager @
- 2018 -2021 Wealth Advisor @
- 2014 -2018 Branch Manager @
- 2013 -2014 Small Business Account Manager @
- 2012 -2013 Branch Manager @
- 2012 -2012 Assistant Branch Manager @
- 2009 -2012 Account Manager @
- 2004 -2009 Financial Service Rep, Loans Clerk, Teller @
- 2000 -2003 Financial Service Rep @
Charla Johnstone Education
- The Canadian Institute of Financial Planning
Currenlty working towards CFP Designation (Financial Planning and Services)
2017-2019 - Responsible Investment Association
Responsible Investment Specialist Designation (Responsible Investing)
2018-2018 - IFSE Institute
Branch Managers' Examination Course (Investments and Securities)
2012-2012 - IFSE Institute
Canadian Investment Funds Course (Investments and Securities)
2009-2009 - Credit Union Knowledge Network - CuSource
(Finance, General)
Charla Johnstone Skills
- Leadership
- Credit Analysis
- Coaching
- Investments
- Banking
- Mortgage Lending
- Retail Banking
- Credit
- Finance
- Consumer Lending
- Small Business Lending
- Loans
- Financial Services
- Wealth Management
- Mutual Funds
Charla Johnstone Summary
- Charla Johnstone, based in Kamloops, BC, CA, is currently a Branch Manager at Valley First, a division of First West Credit Union. Charla Johnstone brings experience from previous roles at Valley First, a division of First West Credit Union and Interior Savings. Charla Johnstone holds a 2017 - 2019 Currenlty working towards CFP Designation in Financial Planning and Services @ The Canadian Institute of Financial Planning. With a robust skill set that includes Leadership, Credit Analysis, Coaching, Investments, Banking and more. Charla Johnstone has 1 emails on RocketReach.
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