Join FW Wealth Management as a Wealth Planning Specialist in Penticton, providing specialized financial planning solutions to valued members. Enhance your skills in a cooperative, impact-driven environment.

As a key player, you'll assess the financial situations of members, offering insights and recommendations tailored to their unique goals. Your responsibilities will include leading the wealth discovery process, facilitating connections between members and the right advisors, and coaching teams to utilize effective strategies. You'll also play a critical role in supporting ethical standards and risk management practices to protect our members.

Key Responsibilities:



• Analyze members’ financial needs and engage them effectively • Collaborate with financial advisors to enhance member relations • Deliver comprehensive financial planning across various products • Promote ethical compliance and sound judgment in member interactions • Strengthen advisor capabilities through coaching and expertise

Requirements: • Bachelor’s degree or equivalent experience • Mutual Funds License and CFP designation required • 6+ years in investment or financial planning advisory • Advanced communication and relationship management abilities • Proficiency in Microsoft Office and planning software

Drive member success and financial literacy with your expertise at FW Wealth Management in Penticton. #J-18808-Ljbffr

📌 Financial Planning Expert Penticton (Winnipeg)
🏢 Tru Cooperative Bank
📍 Winnipeg