Wealth Planning Specialist (Penticton)
$50k per yearFull-time
First West Credit Union
We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in the Penticton area.The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of each member's financial situation, the WPS develops financial planning and investment recommendations aligned with the member's goals and life-cycle needs. Using wealth management gui...
Vacancy posted 2 days ago
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