We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in Langley & Surrey. 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. Using wealth management guidelines and professional judgment, the WPS determines the best ongoing advice relationship and connects the member with the appropriate advisor. As part of the discovery process, the WPS proactively uncovers opportunities with current and prospective members for wealth planning and related products and services. The role also strengthens wealth capability across assigned branches by sharing expertise, coaching advisors and supporting high-quality member conversations.