Financial Planning Expert For First West Duncan

Become a Financial Planning Expert at First West, delivering specialized advice to high-value members and promoting wealth management solutions. This role focuses on strategic business development and client relationship enhancement. As a Wealth Planning Specialist, you will provide insightful financial planning guidance tailored to the lifecycle needs of members. By reviewing investment portfolios, you will identify opportunities for deeper financial engagement and collaboration with advisors. This position is pivotal for expanding First West’s wealth service offerings within the community through active networking and mentoring. Key Responsibilities: • Analyze member’s investment needs and recommend solutions • Lead initiatives to consolidate financial assets at First West • Adhere to compliance with ethical and regulatory standards • Support branch teams with investment knowledge • Ensure accurate member account management and transactions Requirements: • Bachelor's Degree or equivalent experience necessary • CFP designation and Mutual Funds License required • Six years of investment advisory experience • Proven ability to build relationships and networks • Familiarity with financial planning software and tools Unleash your potential in wealth management by leveraging expertise in financial planning at First West. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2o8yc1