Wealth Management Planner at Tru Cooperative Bank
Valley First, a division of First West Credit Union
Job Description
Become a Wealth Management Planner at Tru Cooperative Bank, focusing on investment advice and portfolio management across multiple branches. Your expertise will foster member relationships and drive financial success.
In this position, you will be responsible for overseeing a portfolio of high-value members, delivering personalized financial planning and addressing their unique needs. You will connect with members at the Cherry Lane, Oliver, and Keremeos Branches to formulate investment strategies that align with their goals, ensuring a high level of service. Continuous collaboration with retail teams will be vital.
Key Responsibilities:
• Develop comprehensive financial plans for members
• Analyze member needs and adjust investment strategies
• Facilitate regular communication with high-value clients
• Collaborate on business development initiatives
• Manage a variety of financial transactions efficiently
Requirements:
• 5 years' experience in financial plan...
In this position, you will be responsible for overseeing a portfolio of high-value members, delivering personalized financial planning and addressing their unique needs. You will connect with members at the Cherry Lane, Oliver, and Keremeos Branches to formulate investment strategies that align with their goals, ensuring a high level of service. Continuous collaboration with retail teams will be vital.
Key Responsibilities:
• Develop comprehensive financial plans for members
• Analyze member needs and adjust investment strategies
• Facilitate regular communication with high-value clients
• Collaborate on business development initiatives
• Manage a variety of financial transactions efficiently
Requirements:
• 5 years' experience in financial plan...