Job Title

Job Description We are currently seeking a Wealth Planning Specialist to join our team. The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the members investment portfolio and provides recommendations that meet the members life cycle needs. Based on member fit, the WPS is the primary decision maker as to who manages the members ongoing financial needs and using the Wealth Continuum guidelines, will refer the member to the appropriate SFA, WA or SWA. As part of the discovery process, the WPS proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services. The WPS provides support/informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required. This role does not manage a member portfolio of business. Typical Day Business Development: An expert in the wealth discovery process, this role identifies wealth and financial planning needs, and is engaged with both existing and new or potential members to deepen relationships and bring credibility to FWs wealth offering across a territory of assigned branches. This role looks to consolidate both external and internal assets over to FW through the design of a comprehensive portfolio and financial planning offering and seamless handoff/referral to the appropriate advisor based on the needs of the member as aligned with the established wealth continuum. This role networks with external business organizations in the community to generate referrals, pursues relationships with potential new members and actively promotes the full range of FW products and services through participation in community initiatives and events. Sales and Service Strategy: Where applicable, provides complex financial planning advice on a wide range of investment products and services to high value (in excess of $100,000 in investible assets) current and potential members, utilizing financial planning tools provided; identifies needs based on member life cycle and provides appropriate investment vehicles or refers to product specialist within other FW lines of business; seeks opportunities to assist members in consolidating their financial assets with First West. Risk Management: Provides advise and acts in accordance with ethical standards, Aviso policies and applicable regulatory requirements ensuring that risk to the member and First West are minimized; maintains compliance with First West audit and risk management policies and procedures. Leadership: Builds relationship with branch employees and provides subject matter expertise and/or mentoring, as required. Member Transactions: Where applicable, ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation; identifies and provides seamless hand off to appropriate advisor who will manage the relationship going forward. Required Skills, Experience & Qualifications Bachelor''''s Degree in related discipline or equivalent combination of education and experience required Mutual Funds License and CFP designation required 6 years experience in an investment/financial planning advisory sales position required Familiarity with financial planning tools/software preferred Proven superior knowledge of a wide range of investment products and services preferred Proven networking and relationship building skills Superior sales abilities e.g. active listening, identifying business opportunities, influencing and negotiating to close sale Demonstrated ability to communicate both verbally and in writing with a wide variety of people Ability to analyze financial statements Proficient in computer software programs, e.g. Microsoft Office, web-based applications. Proficient with planning software, e.g. Conquest. Compensation Base Salary - $50,000 per year Commission Structure - Competitive, performancedriven commissions with strong earning potential Performance Bonus - Additional variable compensation aligned to your results This role is primarily commissionbased, offering high earning potential for individuals who thrive in performancedriven environments. While a guaranteed base salary provides financial stability, the majority of total compensation is directly tied to your success in the role. At First West, we are committed to offering a fair, competitive, and equitable rewards package that reflects the value an individual brings to our organization. Benefits Mental health coverage and resources Customizable health benefits, as well as toppedup parental leave Performancebased compensation, employee banking advantages and group RRSP matching Vacation time and flexible work arrangements to support your lifestyle We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union were powered by giving backin big ways and through small gestures. That''''s why we offer employees paid time off to volunteer, partner with thousands of local charities, build longlasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. By joining our team, youll be able to elevate your potential. Wherever your own purpose leads, were here to support you with awardwinning inhouse training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employeeled network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people who are from equitydeserving groups to apply for a career with us, including women or nonbinary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether its preparing materials in an alternate format, booking an accessible meeting room or other arrangement. Your individuality is welcome here. Background Check Candidates will be required to complete a background check, including employment verification, credit check and criminal record check. #J-18808-Ljbffr