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We are currently seeking a Wealth Planning Specialist to join our Envision Financial team in Chilliwack, BC. The successful candidate will work out of our Sardis branch and will also service our Hope retail location as well as our Fraser Valley Commercial Teams.
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 member's investment portfolio and provides recommendations that meet the members life cycle needs. Based on member fit, the Wealth Planning Specialist is the primary decision maker as to who manages the member's 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.
Here's what would be included as a part of your 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.
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