We are currently seeking a Wealth Advisor to join our team in Kelowna, BC. This is a 1-year temporary contract position.
The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate investment assets through two broad groups: 1) existing members to consolidate external assets to First West; 2) referrals from existing members and business development that bring new members with wealth. The Wealth Advisor will also meet regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. This role will work in close collaboration with retail branch employees and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service.
Here's what would be included as a part of your typical day
Required Skills, Experience & Qualifications