Jobs › Wealth Planning Specialist (Penticton)
Penticton, BC, Canada
We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in the Penticton area. The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of each member's financial situation, the WPS develops financial planning and investment recommendations aligned with the member's goals and life-cycle needs.
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Collected from the employer's own careers site (Oracle). Posted 18 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.
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