Elevate your financial advisory skills with Tru Cooperative Bank as a Wealth Planning Specialist. Engage with high-value members to provide tailored financial planning advice across various branches.

As a Wealth Planning Specialist, you'll utilize your expertise in investment strategies and financial planning to guide members with significant assets. You will be responsible for assessing members' portfolios, identifying their financial needs, and ensuring compliance with regulatory standards. Your role will also include mentoring branch staff and promoting Wealth Management products while proactively seeking business development opportunities.

Key Responsibilities:
• Provide comprehensive investment advice to high-value members
• Assess and review member investment portfolios regularly




• Build relationships through community engagement initiatives
• Mentor branch employees on financial products and services
• Ensure accurate member transactions and account management

Requirements:
• Bachelor’s Degree in a related field
• CFP designation and Mutual Funds License mandatory
• Minimum 6 years of financial planning experience
• Proficient in financial planning software
• Robust networking and sales skills required

Combine your passion for financial planning with a commitment to member support at Tru Cooperative Bank.
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📌 Wealth Planning Specialist at Tru Cooperative Bank (British Columbia)
🏢 Island Savings
📍 British Columbia