Become a Wealth Planning Specialist with Tru Cooperative Bank, providing expert financial planning to high-value members. Foster lasting relationships while guiding clients in managing their investments and financial goals.This position demands leadership and financial advisory skills within assigned branches. The Wealth Planning Specialist offers comprehensive advice, mentors branch personnel, and identifies business development opportunities.



Your role includes recommendations based on members’ lifecycle needs without managing personal portfolios.Key Responsibilities:- Identify member needs through a proactive discovery process- Provide detailed financial planning and investment recommendations- Refer members to appropriate advisors for ongoing management- Collaborate with branch employees to support wealth management initiatives- Ensure accuracy in member account transactions and recordkeepingRequirements:- Bachelor’s Degree or equivalent experience- CFP designation and Mutual Funds License- 6 years in financial planning advisory sales- Solid networking and relationship-building skills- Proficient in financial planning software like ConquestUtilize your expertise in financial planning and member relations as a Wealth Planning Specialist at Tru Cooperative Bank.#J-18808-Ljbffr

📌 Wealth Planning Specialist (Woodgrove, Cedar & Chemainus Branches) - C$50,000 A Year (Winnipeg)
🏢 Tru Cooperative Bank
📍 Winnipeg