Location
nanaimo, regional district of nanaimo, Canada
Posted
July 16, 2026
Job Description
Join the credit union team as a Wealth Planning Advisor, delivering expert financial advice to valued members. Focus on life cycle needs and drive business development initiatives.
Your role will involve thorough assessments of members' investment portfolios and tailored recommendations. Engage with high-value clients while promoting wealth management services and expanding subsidiary product usage. Provide mentorship to branch employees and collaborate with Wealth Advisors to enhance client service.
Key Responsibilities:
• Deliver customized financial advice to members residing in assigned branches
• Analyze and optimize members' investment portfolios
• Proactively seek opportunities for business growth
• Guide branch staff in investment product knowledge
• Confirm timely and accurate completion of member account activities
Requirements:
• Bachelor's Degree or related education required
• Must hold Mutual...
Your role will involve thorough assessments of members' investment portfolios and tailored recommendations. Engage with high-value clients while promoting wealth management services and expanding subsidiary product usage. Provide mentorship to branch employees and collaborate with Wealth Advisors to enhance client service.
Key Responsibilities:
• Deliver customized financial advice to members residing in assigned branches
• Analyze and optimize members' investment portfolios
• Proactively seek opportunities for business growth
• Guide branch staff in investment product knowledge
• Confirm timely and accurate completion of member account activities
Requirements:
• Bachelor's Degree or related education required
• Must hold Mutual...