Wealth Planning Specialist at First West
Envision Financial • langley, bc • Posted June 10, 2026
About the Role
Advance your career as a Wealth Planning Specialist at First West, providing comprehensive financial planning advice to high-value members. This role focuses on investment portfolio reviews tailored to members’ life cycles.
As a Wealth Planning Specialist, you will leverage your expertise to engage with both current and potential members in assigned branches. Your focus will be on identifying wealth needs and consolidating assets while adhering to the Wealth Continuum guidelines. You will also offer support and mentoring to branch employees and Wealth Advisors in investment products and services, driving business development and relationship-building opportunities.
Key Responsibilities: • Provide tailored financial planning advice to high-value members • Identify investment needs and refer to appropriate advisors • Engage in networking with community organizations for referrals • Mentor branch staff on financial products and services • Ensure compliance with audit and...
As a Wealth Planning Specialist, you will leverage your expertise to engage with both current and potential members in assigned branches. Your focus will be on identifying wealth needs and consolidating assets while adhering to the Wealth Continuum guidelines. You will also offer support and mentoring to branch employees and Wealth Advisors in investment products and services, driving business development and relationship-building opportunities.
Key Responsibilities: • Provide tailored financial planning advice to high-value members • Identify investment needs and refer to appropriate advisors • Engage in networking with community organizations for referrals • Mentor branch staff on financial products and services • Ensure compliance with audit and...