Wealth Planning Advisor for High-Value Members

First West Credit Union

Full-time kamloops, thompson nicola regional district Other-General

Posted:

May 23, 2026

Location:

kamloops, thompson nicola regional district, Canada

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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Job Overview

Job Type: Full-time

Location: kamloops, Canada

Posted: May 23, 2026

Deadline: July 02, 2026