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Wealth Planning Advisor -Value Members

Job in Kamloops, BC, Canada
Listing for: First West Credit Union
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Wealth Planning Advisor for High-Value Members
A progressive financial institution in Kamloops seeks a Wealth Planning Specialist to provide comprehensive financial planning advice to high-value members. This role involves business development, offering sales strategy, risk management, and mentoring. Candidates should possess a Bachelor's degree, Mutual Funds License, and 6 years of financial advisory experience. A competitive salary, performance-driven commission structure, and bonuses ensure attractive compensation, ideal for those in high-performance environments.
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