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Wealth Planning Advisor -Value Members

Job in Kamloops, BC, Canada
Listing for: Valley First, a division of First West Credit Union
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Planning Advisor for High-Value Members
A reputable financial institution is seeking a Wealth Planning Specialist to provide comprehensive financial planning advice to high-value members. Responsibilities include developing business opportunities, offering complex financial advice, and building networks within the community. The ideal candidate will hold a Bachelor’s Degree, possess a Mutual Funds License, have a CFP designation, and bring at least 6 years of relevant experience.

This performance-driven role offers a base salary with significant commission potential and a diverse benefits package to support employee wellness.
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