Location
nanaimo, regional district of nanaimo, Canada
Posted
July 13, 2026
Job Description
Shape financial futures as a Wealth Planning Specialist with assigned credit union branches. Provide comprehensive advice to high-value members while fostering business development opportunities.
In this essential role, you will review investment portfolios and deliver recommendations based on members' life cycle needs. Your expertise will enhance relationships across current and potential members, promoting wealth management and subsidiary offerings. Engage with branch employees and Wealth Advisors, providing guidance on investment services and products.
Key Responsibilities:
• Offer tailored financial planning advice to high-value members
• Review and recommend investment portfolios for diverse life stages
• Identify and pursue business development opportunities
• Support and mentor branch staff on investment matters
• Ensure accurate member account transactions and documentation
Requirements:
• Bachelor's Deg...
In this essential role, you will review investment portfolios and deliver recommendations based on members' life cycle needs. Your expertise will enhance relationships across current and potential members, promoting wealth management and subsidiary offerings. Engage with branch employees and Wealth Advisors, providing guidance on investment services and products.
Key Responsibilities:
• Offer tailored financial planning advice to high-value members
• Review and recommend investment portfolios for diverse life stages
• Identify and pursue business development opportunities
• Support and mentor branch staff on investment matters
• Ensure accurate member account transactions and documentation
Requirements:
• Bachelor's Deg...