Accounting & Finance

Wealth Planning Advisor for High-Value Members

Valley First

Penticton · Regional District Of Okanagan Similkameen · Canada

Tru Cooperative Bank is seeking a Wealth Planning Specialist to support branches in the Penticton area. The role delivers comprehensive financial planning advice to high-value members and connects clients with the right advisor for ongoing guidance.

The position emphasizes wealth discovery, relationship expansion, and coaching of advisors while maintaining ethical standards and regulatory compliance. Occasional travel to branches is expected.

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Reference: WJ-4483_1264971

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