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About the role
- Wealth Planning Specialist advising high-value credit union members across Kamloops, Armstrong and Enderby branches. Reviewing portfolios, developing financial plans and referring members to appropriate wealth advisors.
Responsibilities
- Provide professional and comprehensive financial planning advice to high-value members within assigned credit union branches
- Review members’ investment portfolios and provide recommendations aligned with their life-cycle needs
- Determine which advisor should manage members’ ongoing financial needs and refer them to the appropriate SFA, WA or SWA using Wealth Continuum guidelines
- Identify wealth and financial planning needs among existing, new and potential members
- Consolidate external and internal assets to FWWM through comprehensive portfolio and financial planning offerings
- Network with external business organizations, pursue relationships with potential members, and promote FWWM products and services through community initiatives and events
- Provide complex financial planning advice on investment products and services to members with more than $100,000 in investible assets
- Identify member needs and recommend appropriate investment vehicles or refer members to product specialists
- Minimize member and FWWM risk by following ethical standards, Aviso policies and regulatory requirements
- Maintain compliance with audit and risk management policies and procedures
- Build relationships with branch employees and provide subject matter expertise or informal mentoring
- Ensure member accounts are opened and transactions and purchases are completed accurately and on time
- Maintain up-to-date member files with required documentation
- Provide seamless handoff to the appropriate advisor who will manage the ongoing relationship
Requirements
- Bachelor's Degree in a related discipline or equivalent combination of education and experience required
- Mutual Funds License required
- CFP designation required
- 6 years' experience in an investment/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 sales
- Ability to communicate verbally and in writing with a wide variety of people
- Ability to analyze financial statements
- Proficiency in computer software programs, including Microsoft Office and web-based applications
- Proficiency with planning software such as PlanPlus
- Understanding of risk and risk ownership, demonstrated through adherence to policies and procedures
Benefits
- Base salary of $50,000 per year
- Competitive, performance-driven commissions with strong earning potential
- Additional variable compensation through a performance bonus
- Hybrid work arrangement
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