Jobs in Canada

25+ jobs

Save this search

Added 3 mins ago
Warranty Administrator
Brandt Group of Companies
Regina, SK
Full-time
Previous experience as a technician, service advisor, parts person, or in a technical support role is considered an asset.
Added 17 mins ago
Field Heavy Equipment Technician - Heavy Equipment - Construction & Forestry (North Bay)
Brandt Group of Companies
North Bay, ON
Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 17 mins ago
Heavy Equipment Technician
Brandt Group of Companies
Regina, SK
Full-time
Continually assess service task hazards and ensure work is performed safely, and to accepted standards Use computer applications and information systems (i.e. John Deere Service Advisor) to…
Added 17 mins ago
Heavy Equipment Technician - Shop
Brandt Group of Companies
Regina, SK
Full-time
Continually assess service task hazards and ensure work is performed safely, and to accepted standards Use computer applications and information systems (i.e. John Deere Service Advisor) to…
Added 17 mins ago
Heavy Equipment Technician
Brandt Group of Companies
Regina, SK
Full-time
Continually assess service task hazards and ensure work is performed safely, and to accepted standards Use computer applications and information systems (i.e. John Deere Service Advisor) to…
Added 17 mins ago
Service Technician - Shop
Brandt Group of Companies
Clairmont, AB
Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 17 mins ago
Customer Product Support Advisor
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
Full-time
The Customer Support Advisor (CSA) is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
Added 17 mins ago
MSP Sales Specialist, Workspace Security
Jobgether
Canada
$148,000 to $214,000 CAD / year
Full-time
This role is responsible for accelerating growth through Managed Service Providers (MSPs) and Managed Security Service Providers (MSSPs).
Added 17 mins ago
Sales Representative - Uniform
Cintas Canada
Quebec, QC
Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 17 mins ago
Sales Representative - Uniform
Cintas Canada
Granby, QC
Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 1 hour ago
07384 Inside Sales
CosmoProf Beauty
Bolton, ON
Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 2 hours ago
Service Advisor
Inland Truck & Equipment
Williams Lake, BC
Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
Added 2 hours ago
Customer Care Specialist - Capital Automotive Group
Capital Automotive Group
Regina, SK · BDC/Creative Marketing
Full-time
Incredible Perks: Employee discounts on vehicle purchases, parts, and servicing, corporate cell phone plan rates, years of service recognition gifts, and more!
Added 2 hours ago
Licensed Automotive Technician - Moncton Chrysler
AutoCanada Inc.
Moncton, NB
$32 to $51.63 CAD / hour
Full-time
Communicating with Parts and Service Advisors regularly to effectively manage production/repairs, cycle times and customer communication
Added 2 hours ago
Sales Representative - Uniform
Cintas
Granby, QC
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 2 hours ago
Sales Representative - Uniform
Cintas
Quebec, QC
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 3 hours ago
Member Engagement and Projects, Alberta Bureau for International Education
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
Full-time
…institutions and external stakeholders, ensuring exceptional service delivery, strong relationship management, and successful execution of grants, scholarships, and revenue-generating…
Added 3 hours ago
Senior Legal Counsel
Inland Truck & Equipment
Burnaby, BC
Full-time
…Canada and the US, Inland offers a varied mix of sales, leasing, parts, and service offerings. The Inland team is proud to sell and service Kenworth, Link-Belt, Tigercat, and many more…
Added 3 hours ago
Service Advisor
The Humberview Group
Goderich, ON
Full-time
Goderich Honda is looking for a Service Advisor to add to their team in Goderich. Goderich Honda is proud to be a member of The Humberview Group, representing 20 dealerships and 18…
Added 5 hours ago
Automotive Service Advisor
A-Apollo Windows & Doors
Calgary, AB
$40,000 to $45,000 CAD / year
Full-time
The Automotive Service Advisor serves as the main liaison between customers and the service department. This role involves greeting customers, assessing vehicle service needs, preparing…
Added 5 hours ago
07384 Inside Sales
Sally Beauty
Bolton, ON
Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 5 hours ago
05602 Inside Sales
Sally Beauty
Cornwall, ON
Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 5 hours ago
Parts Advisor
Dilawri Group of Companies
Langley (District), BC · Langley, BC
Full-time
Acura of Langley is seeking a Parts Advisor to join our team, reporting directly to the Parts Manager. The Parts Advisor plays a critical role in supporting dealership operations by…
Added 5 hours ago
Service Advisor
Dilawri Group of Companies
Calgary, AB
Full-time
We are looking for a Service Advisor to join our team at Calgary Honda. The successful candidate is someone who is passionate about the automotive industry and eager to contribute to our…
Added 5 hours ago
Contact Centre Agent – Contiki
The Travel Corporation
Toronto, ON
$19.35 CAD / hour
You’ll serve as a trusted advisor, guiding prospective guests through the vacation planning journey with confidence, enthusiasm and expertise while creating an exceptional guest experience.

Valley First

Wealth Planning Specialist (Penticton)

Penticton, BC, Canada

Pay: Base Salary - $50,000 per year
Job type: Full-time
Apply by: Oct 18, 2026
Education: Bachelor’s degree
Experience: 6 years of experience in an investment or financial planning advisory sales position required
Posting language: English
Posted: Sep 18, 2026

Apply About employer

Applications open in a new tab.

Original job description

Job Description

We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in the Penticton area.

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
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.

Apply About employer

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 wealth discovery. They also act 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 products
Business development
Relationship management
Coaching
Mentoring
Wealth management
Sales
Active listening
Negotiation
Financial analysis
Compliance
Risk management
Communication
Networking

Benefits

Performance bonus
Commission structure

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
Investment
CFP
Mutual Funds License
Business Development
Relationship Management
Wealth Management
Sales
Coaching
Mentoring
Financial Analysis
Compliance
Risk Management
Conquest
Microsoft Office
Wealth Continuum
Credit Union
Financial Services

Report this job