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Wealth Planning Advisor for High-Value Members

First West Credit Union
Location 📍 kamloops, Canada
Posted 📅 June 01, 2026
Work Type ⏰ Full-time

Position Overview

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 Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
kamloops, Canada