Wealth Protection Specialist - Okanagan

The Wealth Protection Specialist provides professional life insurance planning services, advice, and support to clients with personal and business insurance needs. This role works proactively with the Advisory Sales team to identify and cultivate insurance referral opportunities across branch, wealth, business, and commercial channels.

The Wealth Protection Specialist supports the growth of existing and new member relationships by delivering appropriate insurance solutions, promoting holistic financial protection strategies, and supporting the broader credit union product and service offering. The role ensures advice is delivered in accordance with regulatory requirements, ethical standards, and best practices, while contributing to a high‑quality member experience.