If you believe in the same things we do, let’s talk.
First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.
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 members life cycle needs. Based on member fit, the Wealth Planning Specialist is the primary decision maker as to who manages the member’s ongoing financial needs and using the Wealth Continuum guidelines, will refer the member to the appropriate SFA, WA or SWA. 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/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required. This role does not manage a member portfolio of business.
Here’s what would be included as a part of your typical day:
Required Skills, Experience & Qualifications:
Why work for us?
Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:
But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.
What’s your place in the First West story? Apply now and let’s find out together!
First West regrets that only candidates selected for an interview will be contacted.
Diversity & Inclusion
First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.
Company: Island Savings, a Division of First West Credit Union