Description
The Wealth Planning Specialist supports credit union branches in the Penticton area by delivering comprehensive financial planning and investment advice to high-value members, identifying wealth-planning opportunities, coordinating referrals with advisors, and coaching branch teams. The role requires a related bachelor's degree or equivalent education and experience, a Mutual Funds License, CFP designation, and six years of investment or financial planning advisory sales experience. Compensation includes a $50,000 annual base salary, performance-driven commissions, and a variable performance bonus.
