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 prospects
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.

📌 Tru Cooperative Bank Wealth Planning Specialist Nanaimo (Canada)
🏢 Island Savings
📍 Canada