About this role
Wealth Planning Specialist (Woodgrove, Cedar & Chemainus Branches) at First West Careers. Location: Nanaimo or Nanaimo or Chemainus. Role: providing advice, identifying needs, generating referrals Requirements: Bachelor's degree or equivalent, Mutual Funds License and CFP required, 6 years investment/financial planning advisory sales experience, proficiency with PlanPlus and Microsoft Office, strong sales, networking, communication and financial analysis skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, PlanPlus Certifications: mutual funds, cfp Commitment: Full Time Workplace: Hybrid Languages: English