Job DescriptionWe are currently seeking a Wealth Planning Specialist to join our team. The Wealth Planning Specialist (WPS) provides skilled 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 WPS 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.Typical DayBusiness Development: An expert in the wealth discovery process, this role identifies wealth and financial planning needs, and is engaged with both existing and new or potential members to deepen relationships and bring credibility to FW’s wealth offering across a territory of assigned branches. This role looks to consolidate both external and internal assets over to FW through the design of a comprehensive portfolio and financial planning offering and seamless handoff/referral to the appropriate advisor based on the needs of the member as aligned with the established wealth continuum. This role 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: Where applicable, provides complex financial planning advice on a wide range of investment products and services to high value (in excess of $100,000 in investible assets) 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, Aviso 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: Where applicable, ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation; identifies and providesseamless hand off to appropriate advisor who will manage the relationship going forward.Required Skills, Experience & QualificationsBachelor's Degree in related discipline or equivalent combination of education and experience requiredMutual Funds License and CFP designation required6 years experience in an investment/financial planning advisory sales position requiredFamiliarity with financial planning tools/software preferredProven superior knowledge of a wide range of investment products and services preferredProven networking and relationship building skillsSuperior sales abilities e.G. active listening, identifying business opportunities, influencing and negotiating to close saleDemonstrated ability to communicate both verbally and in writing with a wide variety of peopleAbility to analyze financial statementsProficient in computer software programs, e.G. Microsoft Office, web-based applications.Proficient with planning software, e.G. Conquest.CompensationBase Salary - $50,000 per yearCommission Structure - Competitive, performance‑driven commissions with robust earning potentialPerformance Bonus - Additional variable compensation aligned to your resultsThis role is primarily commission‑based, offering high earning potential for individuals who thrive in performance‑driven environments. While a guaranteed base salary provides financial stability,



the majority of total compensation is directly tied to your success in the role. At First West, we are committed to offering a fair, competitive, and equitable rewards package that reflects the value an individual brings to our organization.BenefitsMental health coverage and resourcesCustomizable health benefits, as well as topped‑up parental leavePerformance‑based compensation, employee banking advantages and group RRSP matchingVacation time and flexible work arrangements to support your lifestyleWe also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long‑lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award‑winning in‑house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.Diversity, Equity, Inclusion & BelongingAt First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee‑led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.We encourage people who are from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.Your individuality is welcome here.Background CheckCandidates will be required to complete a background check, including employment verification, credit check and criminal record check.#J-18808-Ljbffr

📌 Wealth Planning Specialist (Kamloops, Armstrong & Enderby Branches) - $50,000 A Year (Toronto)
🏢 First West
📍 Toronto