Senior Financial Planner Value Wealth Advisory
Job in
Penticton, Kelowna, BC, Canada
Listed on 2026-01-14
Listing for:
Valley First, a division of First West Credit Union
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Location: Penticton
A regional financial institution in Penticton is seeking a Financial Planner to manage a portfolio of high value members at multiple branches. You will provide comprehensive investment and financial planning advice, ensuring strong relationships and retention. The ideal candidate has a College Diploma, PFP and/or CFP designation, and at least 5 years’ experience in financial planning. The role offers a competitive salary of $85,000 plus variable compensation, along with various employee benefits and opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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