Wealth Planning Specialist - City of Langley, British Columbia

Only for registered members City of Langley, British Columbia, Canada

2 days ago

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Job summary

We are currently seeking a Wealth Planning Specialist to join our team.
The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches.

Required Skills:

  • Bachelor's Degree in related discipline or equivalent combination of education and experience required
  • Mutual Funds License and CFP designation required

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