Wealth Planning Specialist – Kamloops/Armstrong/Enderby

Valley First

Kamloops

On-site

CAD 45,000 - 55,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Valley First in Kamloops seeks a Wealth Planning Specialist to deliver professional financial planning advice to high-value members across Kamloops, Armstrong and Enderby. You will review portfolios, recommend solutions, and direct the member to the appropriate advisor based on needs.

The role emphasizes growth, mentoring staff, and delivering comprehensive investment services to clients with investible assets over $100,000. Base salary is provided with commissions and performance bonuses.

Qualifications

Bachelor's Degree in related discipline or equivalent combination of education and experience.
Mutual Funds License and CFP designation required.
6 years' experience in an investment/financial planning advisory sales position required.
Familiarity with financial planning tools/software preferred.
Proven superior knowledge of a wide range of investment products and services preferred.

Responsibilities

Business Development: deepen relationships and promote FW Wealth Management offerings across assigned branches.
Sales and Service Strategy: provide complex financial planning advice for high-value members and consolidate their assets.
Risk Management: adhere to policies and regulatory requirements to minimize risk.
Leadership: mentor branch employees and wealth advisors as required.
Member Transactions: ensure accurate account openings and timely processing.