Wealth Planning Specialist

Envision Financial; City of Langley; On-site; CAD 77,000 - 94,000; Full time

Benefits offered by this job

Mental health coverage and resources

Customizable health benefits and RRSP/

Vacation time and flexible work

Job summary

Tru Cooperative Bank seeks a Wealth Planning Specialist to support branches in Langley and Surrey. You will deliver professional financial planning advice, develop investment recommendations, and connect members with the right advisors.

The role strengthens wealth capability across branches through coaching and collaboration, without managing an ongoing member portfolio. The ideal candidate brings a CFP designation, a mutual funds license, and 6+ years in investment/financial planning sales,

Qualifications

• Bachelor's degree in a related discipline or equivalent experience.
• Mutual Funds License and CFP designation required.
• 6 years of experience in an investment or financial planning advisory sales position.
• Familiarity with financial planning tools/software preferred.
• Knowledge of a wide range of investment products and services preferred.
• Strong networking and relationship-building skills.
• Excellent communication, verbal and written.
• Overnight travel up to 6 times per year.

Responsibilities

• Lead wealth discovery and identify planning needs across branches.
• Coordinate with advisors to create and manage referrals and optimize member relationships.
• Provide compliant, holistic financial planning advice and asset consolidation opportunities.
• Coach branch staff on wealth conversations and best practices in wealth planning.

Skills

Relationship building

Sales abilities

Communication

Financial planning

Networking

Education

Bachelor's degree

Mutual Funds License

CFP designation

Tools

Conquest

Microsoft Office

Job description

Job Description

We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in Langley & Surrey.The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of each member's financial situation, the WPS develops financial planning and investment recommendations aligned with the member's goals and life-cycle needs. Using wealth management guidelines and professional judgment, the WPS determines the best ongoing advice relationship and connects the member with the appropriate advisor. As part of the discovery process, the WPS proactively uncovers opportunities with current and prospective members for wealth planning and related products and services. The role also strengthens wealth capability across assigned branches by sharing expertise, coaching advisors and supporting high-quality member conversations. The WPS does not manage an ongoing member portfolio.

Job Description

We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in Langley & Surrey.The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of each member's financial situation, the WPS develops financial planning and investment recommendations aligned with the member's goals and life-cycle needs. Using wealth management guidelines and professional judgment, the WPS determines the best ongoing advice relationship and connects the member with the appropriate advisor. As part of the discovery process, the WPS proactively uncovers opportunities with current and prospective members for wealth planning and related products and services. The role also strengthens wealth capability across assigned branches by sharing expertise, coaching advisors and supporting high-quality member conversations. The WPS does not manage an ongoing member portfolio.

Here’s what would be included as a part of your typical day

• Business Development: Serves as an expert in the wealth discovery process, identifying financial planning needs and engaging current and prospective members to deepen relationships. Partners closely with advisors to develop, cultivate, and manage referral pipelines, identifying opportunities to connect members with appropriate advice solutions while driving growth, member engagement, and relationship expansion. Through portfolio analysis and comprehensive financial planning, uncovers opportunities to consolidate external and internal assets and broaden the member relationship. Builds a strong community presence, develops external referral relationships, pursues opportunities with prospective members and confidently represents the full range of Tru Cooperative Bank products and services.
• Sales and Service Strategy: Where applicable, provides comprehensive financial planning advice across a wide range of products and services to high-value current and prospective members, using approved financial planning tools. Determines the most appropriate ongoing advice relationship for each member by assessing their financial needs, goals, and complexity of circumstances, and facilitates seamless connections to the advisor best positioned to deliver the right advice and long-term support. Ensures recommendations and strategies align with member objectives and the advisor's role, supporting a consistent advice experience, and effective implementation of financial planning solutions. Looks for meaningful opportunities to help members simplify and strengthen their financial lives by consolidating assets with Tru Cooperative Bank.
• Risk Management: Provides advice and acts in accordance with ethical standards, Aviso policies and applicable regulatory requirements, helping protect members and Tru Cooperative Bank. Maintains strong compliance with audit and risk management policies and procedures and demonstrates sound professional judgment in all member interactions.
• Leadership: Acts as a visible wealth champion across assigned branches, building trusted relationships and creating shared accountability for an exceptional member experience. Provides subject matter expertise, coaching and practical guidance that strengthen advisor confidence and capability in wealth conversations. Proactively identifies branch opportunities, helps teams translate wealth strategy into action and supports consistent use of the Wealth Continuum. Influences without direct authority, models strong professional judgment and brings partners together to remove barriers, improve referral quality and advance member outcomes. Shares insights, best practices and emerging opportunities with branch and wealth partners to support continuous improvement and collective success.

Required Skills, Experience & Qualifications

• Bachelor's degree in a related discipline, or an equivalent combination of education and experience, required
• Mutual Funds License and CFP designation required
• 6 years of experience in an investment or 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
• Proven networking and relationship building skills
• Superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating to close a sale
• Demonstrated ability to communicate both verbally and in writing with a wide variety of people
• Relationship Management
• Coaching and Mentoring
• Accountability and OwnershipAdvanced Financial Planning Capabilities
• Ability to analyze financial statements
• Proficient in software programs, e.g. Microsoft Office, web-based applications.
• Proficient with planning software, e.g. Conquest
• Overnight travel may be occasionally required, up to 6 times per year
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our Compensation Has 3 Parts

• Base Salary - $50,000 per year. A guaranteed salary equivalent to $85,000 annually will be paid for up to the first 6 months.
• Commission Structure - Competitive, performance-driven commissions with strong earning potential.
• Performance Bonus - Additional variable compensation aligned to your results.

This role is primarily commission-based, offering high earning potential for individuals who thrive in performance-driven environments. While a guaranteed base salary provides financial stability, the majority of total compensation is directly tied to your success in the role. At FW Wealth Management, we are committed to offering a fair, competitive, and equitable rewards package that reflects the value an individual brings to our organization.

About Us

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back — big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement On AI Use

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement Of Genuine Vacancy

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.