Wealth Planning Specialist

October 7 2019
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial services, Trading, Asset management, Bank, Insurance, Financial Services
Duncan, BC

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:

Key Accountabilities:

  • Business Development: Establishes and maintains relationships with existing members within assigned branch; networks with external business organizations in the community to generate referrals; pursues relationships with potential new members and actively promotes the full range of FW products and services through participation in community initiatives and events.
  • Sales and Service Strategy: Provides complex financial planning advice on a wide range of investment products and services to high value current and potential members, utilizing financial planning tools provided; identifies needs based on member life cycle and provides appropriate investment vehicles or refers to product specialist within other FW lines of business; seeks opportunities to assist members in consolidating their financial assets with First West.
  • Risk Management: Provides advise and acts in accordance with ethical standards, Qtrade policies and applicable regulatory requirements ensuring that risk to the member and First West are minimized; maintains compliance with First West audit and risk management policies and procedures.
  • Leadership: Builds relationship with branch employees and provides subject matter expertise and/or mentoring, as required.
  • Member Transactions: Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.

Required Skills, Experience & Qualifications:

  • Diploma (2years) in related discipline required
  • Mutual Funds License and CFP Designation required
  • 5 years in an investment/financial planning advisory sales position
  • Familiarity with financial planning tools/software
  • Proven superior knowledge of a wide range of investment products and services
  • Ability to analyze financial statements
  • Proficient in computer software programs, e.g. Microsoft Office, web based applications.
  • Proficient with planning software, e.g. PlanPlus

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:

  • A competitive base salary plus performance-based incentive compensation and annual merit pay increases
  • Flexible benefits as well as retirement benefits
  • Vacation time, a flexible “Day4U”, and the ability to purchase up to 5 additional flex days
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use

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

Apply now!

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