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First West

Wealth Planning Specialist (Langley & Surrey)

300, 499 Canada Avenue, Duncan, BC, V9L 1T7, Canada

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Job details

Education: Bachelor’s degree
Experience: 6 years of experience in an investment or financial planning advisory sales position required
Posting language: English
Posted: Oct 30, 2026

Original job description

We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in Langley & Surrey.

The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of each member's financial situation, the WPS develops financial planning and investment recommendations aligned with the member's goals and life-cycle needs. Using wealth management guidelines and professional judgment, the WPS determines the best ongoing advice relationship and connects the member with the appropriate advisor. As part of the discovery process, the WPS proactively uncovers opportunities with current and prospective members for wealth planning and related products and services. The role also strengthens wealth capability across assigned branches by sharing expertise, coaching advisors and supporting high-quality member conversations. The WPS does not manage an ongoing member portfolio.

Here’s what would be included as a part of your typical day

Business Development: Serves as an expert in the wealth discovery process, identifying financial planning needs and engaging current and prospective members to deepen relationships. Partners closely with advisors to develop, cultivate, and manage referral pipelines, identifying opportunities to connect members with appropriate advice solutions while driving growth, member engagement, and relationship expansion. Through portfolio analysis and comprehensive financial planning, uncovers opportunities to consolidate external and internal assets and broaden the member relationship. Builds a strong community presence, develops external referral relationships, pursues opportunities with prospective members and confidently represents the full range of Tru Cooperative Bank products and services.
Sales and Service Strategy: Where applicable, provides comprehensive financial planning advice across a wide range of products and services to high-value current and prospective members, using approved financial planning tools. Determines the most appropriate ongoing advice relationship for each member by assessing their financial needs, goals, and complexity of circumstances, and facilitates seamless connections to the advisor best positioned to deliver the right advice and long-term support. Ensures recommendations and strategies align with member objectives and the advisor's role, supporting a consistent advice experience, and effective implementation of financial planning solutions. Looks for meaningful opportunities to help members simplify and strengthen their financial lives by consolidating assets with Tru Cooperative Bank.
Risk Management: Provides advice and acts in accordance with ethical standards, Aviso policies and applicable regulatory requirements, helping protect members and Tru Cooperative Bank. Maintains strong compliance with audit and risk management policies and procedures and demonstrates sound professional judgment in all member interactions.
Leadership: Acts as a visible wealth champion across assigned branches, building trusted relationships and creating shared accountability for an exceptional member experience. Provides subject matter expertise, coaching and practical guidance that strengthen advisor confidence and capability in wealth conversations. Proactively identifies branch opportunities, helps teams translate wealth strategy into action and supports consistent use of the Wealth Continuum. Influences without direct authority, models strong professional judgment and brings partners together to remove barriers, improve referral quality and advance member outcomes. Shares insights, best practices and emerging opportunities with branch and wealth partners to support continuous improvement and collective success.

Required Skills, Experience & Qualifications

Bachelor's degree in a related discipline, or an equivalent combination of education and experience, required
Mutual Funds License and CFP designation required
6 years of experience in an investment or 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, including active listening, identifying business opportunities, influencing and negotiating to close a sale
Demonstrated ability to communicate both verbally and in writing with a wide variety of people
Relationship Management
Coaching and Mentoring
Accountability and Ownership
Advanced Financial Planning Capabilities
Ability to analyze financial statements
Proficient in software programs, e.g. Microsoft Office, web-based applications.
Proficient with planning software, e.g. Conquest
Overnight travel may be occasionally required, up to 6 times per year
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our compensation has 3 parts:

Base Salary - $50,000 per year. A guaranteed salary equivalent to $85,000 annually will be paid for up to the first 6 months.
Commission Structure - Competitive, performance-driven commissions with strong earning potential.
Performance Bonus - Additional variable compensation aligned to your results.

This role is primarily commission-based, offering high earning potential for individuals who thrive in performance-driven environments. While a guaranteed base salary provides financial stability, the majority of total compensation is directly tied to your success in the role. At FW Wealth Management, we are committed to offering a fair, competitive, and equitable rewards package that reflects the value an individual brings to our organization.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, 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 employee-led 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 equity-deserving groups to apply for a career with us, including women or non-binary 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 it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement on AI Use:

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement of Genuine Vacancy:

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

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More about this job

Responsibilities

The Wealth Planning Specialist delivers comprehensive financial planning advice to high-value members and identifies opportunities to deepen relationships through portfolio analysis. The role also acts as a wealth champion by coaching branch advisors and supporting the implementation of wealth management strategies.

Requirements

Candidates must hold a Bachelor's degree, a Mutual Funds License, and a CFP designation. A minimum of 6 years of experience in an investment or financial planning advisory sales position is required.

Skills

Financial planning
Investment recommendations
Business development
Relationship management
Coaching
Mentoring
Portfolio analysis
Risk management
Compliance
Active listening
Negotiation
Financial statement analysis
Conquest software
Microsoft Office
Wealth management
Sales

Benefits

Mental health coverage
Customizable health benefits
Topped-up parental leave
Performance-based compensation
Employee banking advantages
Group RRSP matching
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
Investment
Credit Union
CFP
Mutual Funds License
Business Development
Relationship Management
Coaching
Risk Management
Compliance
Conquest
Microsoft Office
Sales
Financial Analysis
Wealth Continuum
ESG
Banking
Referral Pipeline
Portfolio Analysis

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