13 Aug
|
Valley First
|
British Columbia
13 Aug
Valley First
British Columbia
Valley First in Kamloops seeks a Wealth Planning Specialist to deliver qualified financial planning advice to high-value members across Kamloops, Armstrong and Enderby. You will review portfolios, recommend solutions, and direct the member to the appropriate advisor based on needs.
The role emphasizes growth, mentoring staff, and delivering comprehensive investment services to clients with investible assets over $100,000. Base salary is provided with commissions and performance bonuses.
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📌 Wealth Planning Specialist – Kamloops/Armstrong/Enderby (British Columbia)
🏢 Valley First
📍 British Columbia