Financial Planner Wealth Strategies

Position: Financial Planner with Wealth Strategies
Location: Penticton

Become a Financial Planner dedicated to offering wealth strategies and investment solutions to high-value members. Engage with clients in various branches to provide personalized financial planning advice.

In this pivotal role, you'll utilize your investment industry knowledge to ensure that our members receive exceptional financial advice and services. By working collaboratively with branch staff, you will focus on member needs and execute successful business development initiatives aimed at securing new accounts.

Key Responsibilities:

• Develop and recommend tailored financial plans

• Oversee portfolio growth and member communications

• Identify opportunities for retail banking product referrals

• Align financial advice with life stages and risk tolerance

• Manage complex transactions, ensuring compliance

Requirements:

• College diploma; bachelor’s preferred

• Required licenses:
Mutual funds, PFP designation

• At least 5 years’ experience in financial planning

• Strong understanding of risk management principles

• Excellent relationship-building skills

Drive investment success and help build financial futures for your members as a Financial Planner.
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