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Wealth Planning Advisor for High-Value Members

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First West Credit Union
πŸ“ kamloops, Canada
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Location kamloops
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Posted June 06, 2026
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Commute Local Area
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Job Description

A progressive financial institution in Kamloops seeks a Wealth Planning Specialist to provide comprehensive financial planning advice to high-value members. This role involves business development, offering sales strategy, risk management, and mentoring. Candidates should possess a Bachelor's degree, Mutual Funds License, and 6 years of financial advisory experience. A competitive salary, performance-driven commission structure, and bonuses ensure attractive compensation, ideal for those in high-performance environments.
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πŸ“ Location Details

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City
kamloops
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Country
Canada
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Commute
Local Area

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