Financial Advisor Wealth Planning Specialist
Job in
Nanaimo, BC, Canada
Listed on 2026-06-20
Listing for:
Island Savings
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
In this position, you will assess the financial needs of members and offer sophisticated financial planning solutions. Your work will involve directing members to appropriate advisors and leading initiatives to expand the wealth management client base. Additionally, you will support branch employees with invaluable insights into investment tools and services.
Key Responsibilities:
• Assess member investment portfolios and life cycle needs
• Engage proactively with new and existing customers
• Conduct mentoring sessions for branch staff on investments
• Complete transactions and maintain precise member records
• Adhere to ethical standards and compliance guidelines
Requirements:
• Bachelor’s degree in a relevant field or equivalent experience
• CFP designation and Mutual Funds License required
• Minimum 6 years in financial advisory roles
• Proficient with financial planning software
• Proven sales and communication capabilities
Bring your financial acumen to First West and help shape member wealth opportunities.
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