Wealth Planning Advisor for High-Value Members

Valley First; Penticton; On-site; CAD 50,000 - 90,000; Full time

Job summary

Tru Cooperative Bank is seeking a Wealth Planning Specialist to support branches in the Penticton area. The role delivers comprehensive financial planning advice to high-value members and connects clients with the right advisor for ongoing guidance.

The position emphasizes wealth discovery, relationship expansion, and coaching of advisors while maintaining ethical standards and regulatory compliance. Occasional travel to branches is expected.

Qualifications

• Bachelor's degree or equivalent required.
• Mutual Funds License and CFP designation required.
• 6 years in investment or financial planning advisory sales required.
• Familiarity with financial planning tools/software preferred.

Responsibilities

• Serve as an expert in wealth discovery, identify needs and deepen member relationships.
• Collaborate with advisors to develop and manage referral pipelines for wealth solutions.
• Provide compliant, comprehensive financial planning across products and services.
• Lead and coach branch teams to strengthen wealth capability and member conversations.

Skills

Wealth planning

Relationship building

Sales skills

Communication

Coaching

Financial intuition

Education

Bachelor's degree

Mutual Funds License

CFP designation

Tools

Conquest

Microsoft Office

Job description

Tru Cooperative Bank is seeking a Wealth Planning Specialist to support branches in the Penticton area. The role delivers comprehensive financial planning advice to high-value members and connects clients with the right advisor for ongoing guidance.

The position emphasizes wealth discovery, relationship expansion, and coaching of advisors while maintaining ethical standards and regulatory compliance. Occasional travel to branches is expected.