High Value Financial Planner At First West Penticton

Join First West as a Financial Planner, focusing on high-value clients across multiple branches. You'll offer targeted investment and financial advice tailored to member needs. This role requires an experienced skilled who can manage and grow an assigned portfolio while collaborating closely with branch teams and Wealth Planning Specialists. You will leverage your financial knowledge to conduct in-depth member consultations and develop actionable financial plans, driving asset consolidation and member retention. Key Responsibilities: • Regularly engage with members to assess financial goals • Process complex transactions including mortgages and loans • Execute annual business development strategies • Strengthen relationships with branch staff for better service • Analyze investment needs to formulate tailored recommendations Requirements: • College diploma; Bachelor's degree an asset • Must have mutual funds license and PFP designation • 5 years of experience in financial planning • Proven sales achievements in investment products • Solid analytical and communication skills Maximize your impact on member financial journeys while achieving exceptional results at First West. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p2c38