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Wealth Planning Advisor for High-Value Members

Student-Friendly Entry-Level
Company

First West Credit Union

Location

kamloops, Canada

Posted

May 23, 2026

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About This Opportunity

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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