Wealth planning expertise supports high-value members across Langley and Surrey branches through comprehensive advice and investment recommendations.
The Wealth Planning Specialist reviews member finances, goals, and life-cycle needs. This role identifies planning opportunities, connects members with appropriate advisors, and strengthens branch wealth capability. It also includes coaching advisors, supporting member conversations, and applying wealth management guidelines.
Key Responsibilities:
- Deliver comprehensive financial planning advice to high-value members
- Develop investment recommendations aligned with member goals
- Identify referral opportunities and connect members with appropriate advisors
- Coach advisors and strengthen wealth conversations across branches
- Apply ethical standards, policies, and regulatory requirements
Requirements:
- Bachelor's degree or equivalent education and experience
- Mutual Funds License and CFP designation required
- Six years' investment or financial planning advisory sales experience
- Analyze financial statements and use planning software
- Demonstrated networking, communication, sales, and relationship-building skills
Apply financial planning, investment recommendations, and advisor coaching expertise across Tru Cooperative Bank branches in Langley and Surrey.