Island Savings is seeking a Wealth Planning Specialist to provide skilled financial planning advice to high-value members across assigned branches in Nanaimo, Canada. You will review investment portfolios and make recommendations aligned with life-cycle needs, serving as the primary decision maker for ongoing wealth management referrals within the Wealth Continuum framework.
The role emphasizes business development, network-building, and collaboration with Wealth Advisors, with a
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📌 Wealth Planning Advisor for High-Value Members (Nanaimo)
🏢 Island Savings
📍 Nanaimo
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