Job Description
We are currently seeking a Wealth Planning Specialist to join our team. The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and provides recommendations that meet the member’s life cycle needs. Based on member fit, the WPS is the primary decision maker as to who manages the member’s ongoing financial needs and will refer the member to the appropriate advisor. As part of the discovery process, the WPS proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services. The WPS provides support and informal mentoring to branch employees and Wealth Advisors within assigned branches as required. This role does not manage a member portfolio of business.
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. We encourage people from equity‑deserving groups to apply, including women, 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, please let us know.
Applicants are required to complete a background check, including employment verification, credit check, and criminal record check.
#J-18808-LjbffrWealth Planning Specialist (Woodgrove, Cedar & Chemainus Branches) • Nanaimo, Regional District of Nanaimo, Canada
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