Enhance financial planning capabilities with FW Wealth Management as a Wealth Planning Specialist in Penticton. Deliver expert financial advice and support client wealth journeys through personalized strategies. As a Wealth Planning Specialist, you will work within credit union branches to provide insightful financial planning support to high-value members.

The role requires identifying financial needs, coaching advisors, and building robust relationships to facilitate effective member interactions. You will ensure compliance with risk management and policy standards while empowering members with actionable financial strategies. Key Responsibilities:
Discover and evaluate financial planning opportunities
Collaborate with advisors on referral and growth strategies




Analyze financial portfolios to improve member relationships
Deliver comprehensive planning advice using financial tools
Act as a visible advocate for wealth strategies Requirements:
Bachelor's degree or related experience required
Completed Mutual Funds License and CFP designation required
6+ years experience in financial planning advisory
Excellent relationship management and communication skills
Knowledge of financial planning tools and software Guide members towards achieving their financial goals with expert advice and personalized support in this rewarding chance.

📌 Penticton Wealth Planning Specialist Role
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📍 Penticton