Join Tru Cooperative Bank as a Wealth Planning Specialist and provide top-tier financial planning services to high-net-worth members. Utilize your expertise to build and deepen client relationships.

This role demands a proactive approach to managing member portfolios and facilitating financial needs assessments. You will play an essential role in mentoring staff and orchestrating referral mechanisms in line with Wealth Continuum guidelines. Your contribution to community engagement initiatives will also foster brand credibility.

Key Responsibilities:
• Deliver tailored financial planning and investment advice
• Network with businesses to enhance community relations
• Support branch teams through mentoring opportunities




• Ensure compliance with necessary financial regulations
• Manage member transactions accurately and promptly

Requirements:
• Bachelor's Degree in related area is necessary
• CFP designation alongside a Mutual Funds License
• 6+ years of investment advisory experience required
• Robust communication and interpersonal skills
• Ability to analyze and advise on financial statements

Utilize your financial acumen to empower members at Tru Cooperative Bank and help them attain their goals.
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📌 Tru Cooperative Bank Wealth Planning Specialist (British Columbia)
🏢 Island Savings
📍 British Columbia