💼 Full-Time Position

Wealth Planning Advisor for High-Value Members

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First West Credit Union
📍 kamloops, thompson nicola regional district, Canada
📍
Location
kamloops, Canada
📅
Posted
June 06, 2026
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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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