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Financial Consultant Financial Advisor Financial Services

Senior Wealth Planning Advisor

Job in Langley, BC, Canada
Listing for: First West Credit Union
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution in Metro Vancouver is seeking a Wealth Planning Specialist to provide comprehensive financial planning advice to high-value members. This role requires strong sales abilities, a Bachelor's degree, and a CFP designation, along with a minimum of 6 years in a financial planning advisory position. The Wealth Planning Specialist will engage in business development, ensure compliance with policies, and mentor branch employees, contributing significantly to the community's financial well-being.
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Position Requirements
10+ Years work experience
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