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Wealth Planning Advisor for High-Value Members
First West Credit Union
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kamloops, Canada
Location
kamloops
Posted
June 06, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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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