Strategic Financial Planning Specialist

3 weeks ago


Kelowna, British Columbia, Canada First West Credit Union Full time

We are seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division.

Job Overview

The successful candidate will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.

Key responsibilities include mentoring other branch employees in the understanding of lending and investment products and services.

  • Mutual Funds License required
  • PFP preferred
  • 2-3 years in a Financial Advisor role, or equivalent
About Compensation

We offer a competitive total cash compensation package that reflects an individual's skills and experience. The estimated annual salary for this position is around $80,000 - $110,000 CAD, based on national averages for similar roles in Canada.

What We Offer
  • Mental health coverage and resources
  • Customizable health benefits, as well as topped-up parental leave
  • Performance-based compensation, employee banking advantages and group RRSP matching
  • Vacation time and flexible work arrangements to support your lifestyle


  • Kelowna, British Columbia, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a skilled Strategic Financial Expert to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while driving meaningful results.ResponsibilitiesProvide expert financial planning and portfolio management services to high-net-worth...


  • Kelowna, British Columbia, Canada Interior Health Authority Full time

    Discover a fulfilling career with Interior Health Authority as a Strategic Business Development Specialist. In this exciting role, you will be responsible for supporting the Physician Compensation Team and Medical Affairs portfolio in maximizing value and minimizing risk in relationships with physicians.The salary for this position is estimated to be between...


  • Kelowna, British Columbia, Canada Yelzkizi Full time

    Unlock your financial expertise as a Strategic Financial Analyst at Scopely, a global interactive entertainment company revolutionizing the mobile games industry.About UsScopely is a world-class team fueled by a proprietary technology platform that supports one of the most diversified portfolios in the games industry. With operations in over a dozen markets...


  • Kelowna, British Columbia, Canada FortisBC Full time

    About Fortis BCWe are one of British Columbia's largest energy providers, with over 100 years of experience and a commitment to delivering renewable energy solutions to our customers. Our mission is to shape a brighter future for B.C.Salary InformationThe estimated annual salary for this position ranges from $71,500 to $86,700, based on industry standards...


  • Kelowna, British Columbia, Canada Bank of Montreal Full time

    Job OverviewAs a Financial Services Specialist at Bank of Montreal, you will play a crucial role in delivering exceptional customer experiences to private banking clients.Key ResponsibilitiesIdentify and match client needs with appropriate financial products or services using relationship selling techniques.Develop and maintain a comprehensive knowledge of...


  • Kelowna, British Columbia, Canada Disability Solutions Full time

    About the RoleThis exciting opportunity is perfect for a motivated and results-driven individual who is passionate about helping clients achieve their financial goals. As a Financial Planner at Raymond James Ltd., you will have the chance to develop and implement customized financial plans, collaborate with cross-functional teams, and build strong...


  • Kelowna, British Columbia, Canada CIBC Full time

    We are building a relationship-oriented bank for the modern world.About CIBCAt CIBC, we help our clients, employees, and shareholders achieve their goals. We work in a collaborative environment committed to our clients, employees, and communities.Salary and BenefitsThe estimated salary for this role is $80,000 - $110,000 per year, depending on experience and...


  • Kelowna, British Columbia, Canada FortisBC Full time

    Job OverviewFortisBC is a leading energy provider in British Columbia, delivering renewable energy, natural gas, electricity, and propane to 1.3 million customers. We are seeking a skilled Senior Financial Planning Analyst to join our team.This role involves performing various financial planning and budgeting activities for assigned operational groups,...


  • Kelowna, British Columbia, Canada FortisBC Full time

    As a leading energy provider in British Columbia, we are seeking an experienced Financial Operations Specialist to join our team. This role is responsible for performing various cost accounting and budgeting activities for assigned operational groups.About the RolePerform general cost accounting and budgeting tasks, including handling and scheduling...


  • Kelowna, British Columbia, Canada Disability Solutions Full time

    Company OverviewAt Raymond James, we pride ourselves on fostering a culture of collaboration, innovation, and growth. As a leading independent investment dealer in Canada, we offer a unique environment where professionals can develop their skills, advance their careers, and make a meaningful impact.


  • Kelowna, British Columbia, Canada Royal Bank of Canada Full time

    OverviewRoyal Bank of Canada offers a unique opportunity for ambitious individuals to grow their business and reach their goals. With our extensive resources and support, you can build a client base of high-net-worth individuals and families, and manage their complex financial needs.CompensationThe compensation package is based on production generated by you...


  • Kelowna, British Columbia, Canada FortisBC Full time

    FortisBC, a leading energy provider, offers an exciting opportunity for a Financial Planning Analyst to join our team. As a key member of the finance department, you will play a crucial role in analyzing financial data and making informed decisions to drive business growth.About the RoleThis is a full-time regular position with a competitive salary of...


  • Kelowna, British Columbia, Canada The Justice Education Society Of Bc (jes) Full time

    Kore Global is a feminist, women-led social enterprise dedicated to gender equality and social inclusion in international development. As a Strategic Inclusion Specialist, you will contribute to designing and delivering impactful policy, funding, and programming solutions that promote transformative change.About the RoleThe Consultant (Strategy Team)...


  • Kelowna, British Columbia, Canada Grant Thornton - Canada Full time

    About UsAt Grant Thornton Canada, we're committed to making a difference in the lives of our clients, colleagues, and communities.Role OverviewWe're seeking an experienced Tax Planning Specialist - Senior to join our Domestic Tax team. As a trusted advisor, you'll own client relationships within various industries, collaborating with top tax professionals in...


  • Kelowna, British Columbia, Canada Michael Page Full time

    Job OverviewWe are seeking a seasoned finance professional to lead our financial operations team. As a Senior Financial Director, you will be responsible for overseeing the financial functions of our organization, ensuring accurate and timely financial reporting, and driving business growth through strategic financial planning.About Our ClientOur client is a...


  • Kelowna, British Columbia, Canada ENGINEERINGUK Full time

    Role OverviewWe are seeking a highly skilled Strategic Accounting Leader to join our Assurance & Accounting team in Canada. As a key member of our diverse and dynamic team, you will play a crucial role in exceeding clients' unique needs within a rapidly evolving business and financial reporting landscape.


  • Kelowna, British Columbia, Canada Victoria Newitt Recruitment Inc. Full time

    Victoria Newitt Recruitment Inc is proud to partner with a thriving manufacturing company on their search for an experienced Strategic Finance Director.Company OverviewThis privately held corporation has undergone a remarkable transformation, evolving from a small business into a strategically focused entity poised for substantial growth through organic...


  • Kelowna, British Columbia, Canada Potentia Human Resources Inc. Full time

    Company OverviewPotentia Human Resources Inc. is dedicated to providing a platform for individuals and organizations to thrive in the mental health sector. With a focus on non-crisis support, we aim to strengthen mental well-being and contribute to healthier communities.Salary RangeThe estimated annual salary for this position is $95,700-$103,760, depending...


  • Kelowna, British Columbia, Canada CNIB Foundation Full time

    About the Role: We are seeking a highly skilled and experienced Strategic Fundraising Professional to join our team at the CNIB Foundation in Vancouver. In this key role, you will be responsible for developing and implementing comprehensive individual strategies for qualifying, cultivating, soliciting, and stewarding major gift donors.About the Team: Our...


  • Kelowna, British Columbia, Canada CNIB Foundation Full time

    Company Overview:CNIB Foundation is a leading non-profit organization dedicated to empowering individuals who are blind or partially sighted. Our mission is to provide innovative solutions, support, and resources to enhance their quality of life.Salary: $62,000 - $77,500Job Description:We are seeking an experienced Strategic Philanthropy Development Manager...