Financial Planner (Penticton Main & Princeton Branches)

Job Description

We are seeking a Financial Planner to join our team. The role involves managing a book of high‑value members across multiple branch locations, offering a full range of investment and financial planning advice, including deposit and lending services. This position works in close collaboration with retail branch team members and Wealth Planning Specialists to provide comprehensive service and advice.

Typical Day & Responsibilities

• Financial planning and advice: conduct wealth discovery process, develop plans and recommendations, meet investment sales targets, analyze member needs, and process complex transactions such as investments, mortgages, loans, accounts, and insurance products.
• Portfolio management: manage and grow an assigned portfolio of high‑value members, ensure regular contact, align portfolio to life stage and risk tolerance, advise on adjustments, and drive asset consolidation.
• Business development:...