kelowna, bc senior planner Jobs – 9 Openings This Week

Regional Manager, Planning & Advice
Valley First, a division of First West Credit Union —Kelowna, BC
- $100,800–$129,200 a year
- Full-time
- Sales
- Microsoft Office
- Business development
- Paid time off
Senior Financial Planner
Raymond James Financial, Inc. —Kelowna, BC
- $115,000–$125,000 a year
- Full-time
- Microsoft Office
- Finance
- Presentation skills
- Employee stock purchase plan
- Tuition reimbursement
Specialist Planner - Metro Region - Distribution Asset Planning
BC Hydro —British Columbia
- $131,100–$165,800 a year
- Full-time
- Hybrid work
- Project management
- Presentation skills
- Electrical Engineering
11d
Planner III - Long Range
City of West Kelowna —West Kelowna, BC
- $52.18 an hour
- Full-time
- Master's degree
- Project management
- Bachelor's
- Wellness program
- Paid time off
Water Treatment Engineer
AECOM —Kelowna, BC
- $99,000–$160,000 a year
- Full-time
- Hybrid work
- Doctoral degree
- Engineering
- Data analysis skills
- Employee stock purchase plan
- Dental care
Repair Planner
Craftsman Collision —Kelowna, BC
- $50,000–$76,000 a year
- Microsoft Outlook
- Sales
- Customer service
- Employee assistance program
Quick apply
Water Treatment Engineer/EIT
AECOM —Kelowna, BC
- $70,000–$100,000 a year
- Full-time
- Hybrid work
- Doctoral degree
- Engineering
- Master's degree
- Employee stock purchase plan
- Dental care
Highway & Bridge Project Manager
AECOM —Kelowna, BC
- $95,000–$140,000 a year
- Full-time
- Hybrid work
- PMP
- Engineering
- Project management
- Employee stock purchase plan
- Dental care
Transportation Planner
Metrolinx —Canada
- $82,683 a year
- Full-time
- Research
- SQL
- Analysis skills
12d

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Senior Level Development Leader (Residential & Long-Term Care)
Confidential —Maple, ON
Organize and lead community engagement initiatives for development projects. Oversee project pro formas, project and entitlement budgets, and financial…
$160,000–$200,000 a year
Quick apply
Senior Dispatcher & Planner
Chess Logistics —Mississauga, ON
This role plays a key part in optimizing operations, maintaining strong customer relationships, securing backhaul opportunities, and ensuring seamless…
$60,000–$80,000 a year
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7d

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Regional Manager, Planning & Advice

Valley First, a division of First West Credit Union
Kelowna, BC

Apply Now

Job details

Full-time

Benefits

RRSP match
Paid time off

Skills

Investment
Sales
Microsoft Office
Change management
Business development
CFP
Bachelor's
Business
Leadership
Communication skills

Full job description

We are currently seeking a Regional Manager, Planning & Advice to join our team.

The Regional Manager, Planning & Advice provides leadership, coaching, and direction to the Financial Planner team within an assigned division, with accountability for business development, portfolio and relationship growth, advice quality, regulatory compliance, and disciplined expense management. This role drives a consistent sales and service culture through collaboration across member offers, focusing on acquiring new business and deepening existing relationships. The Regional Manager ensures delivery of holistic, four‑quadrant advice—banking, borrowing, protection, and investing—so every member plan reflects a complete financial picture and improves member outcomes while growing Funds Under Administration, net sales, and contributions.

Here’s what would be included as a part of your typical day

Leadership: Provides leadership and direction through coaching and mentoring to drive engagement, retention and performance. Recruits, develops, and evaluates team members while fostering a culture of accountability and ownership. Leads a strong, proactive sales and service culture through motivational leadership and ensures effective deployment of resources within budgeted guidelines. Utilizes the Day in the Life principles to prioritize activities and deliver remarkable, consistent member experiences.

Annual Business Plan: Develops and manages the annual business plan for Divisional President approval, ensuring alignment with Tru Cooperative’s strategic direction. Sets and monitors expectations, ensures goals and targets are achieved, and implements solutions to support execution, performance, and profitability.

Business Development: Manages relationships with internal partners and leads the planning & advice operating rhythm, including monthly business reviews, pipeline/forecast cadence, and divisional coaching routines. Influences cross-functional partners (Retail, Product, Marketing, Operations, Risk/Compliance) to remove barriers, improve processes, and accelerate growth. Establishes and maintains contact with high profile members, business, and community groups. May deal directly with members when issues arise, as required.

Risk Management: Ensures effective risk management practices to reduce potential losses, manage fraud, and meet corporate objectives. Addresses audit findings and policy or procedure issues by recommending or approving changes or exceptions as required, while ensuring adherence to confidentiality, credit, safety, equipment, and audit/risk management requirements. Establishes and oversees advice practice governance to ensure consistent, compliant, and high-quality financial planning and investment recommendations. Leads periodic file/plan quality reviews; ensures suitability and documentation standards are met; partners with Risk/Compliance to address findings; and resolves escalated member concerns and complaints

Delivering: Owns divisional Planning & Advice performance outcomes including FUA growth, net sales, revenue and productivity; manages to an approved expense budget; forecasts and monitors results monthly; identifies risks/opportunities and implements corrective actions to deliver sustained contribution.

Coaching & Capability Building : As the divisional Planning & Advice practice leader and primary wealth subject matter expert, supports advisor and branch leadership development through practical coaching, mentoring, and structured learning pathways. Establishes coaching routines and performance standards, champions accreditation by setting clear expectations and milestones for PFP/CFP designations and ensures licensing and continuing‑education requirements are met to sustain a high‑performing, compliant advice culture.

Required Skills, Experience & Qualifications

Bachelor’s Degree in Business, Commerce or a related discipline required
Canadian Securities License required
Financial Planning Designation required (current and in good standing (PFP, CFP)
6-7 years of experience in the financial industry is required
3+ years in a senior planning & advice or wealth advisory leadership role, including leading licensed advisors and coaching to sales and advice quality outcomes.
Expert knowledge of wealth (investment, securities, and personal insurance) products, services, and regulations required
Advanced knowledge of legislation and regulations related to wealth management required
Strong business development expertise and acute business acumen, with the ability to understand issues and responds appropriately to the diverse requirements of a rapidly growing organization
Proven ability to develop and execute on strategic sales and service plans
Proven skills in business development and achievement of sales goals and targets
Excellent written and verbal communication skills with ability to interact effectively with a wide variety of people
Demonstrated ability to adapt and work in ambiguity
Proficient in computer software programs e.g. Conquest Planning, Microsoft Office, Dynamics 365, Copilot and banking software programs.
Strong financial planning skills
Excellent change management skills
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

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

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Apply Now

Refine Your Search

senior planner jobs in kelowna, bc

Regional Manager, Planning & Advice

Senior Financial Planner

Specialist Planner - Metro Region - Distribution Asset Planning

Planner III - Long Range

Water Treatment Engineer

Repair Planner

Water Treatment Engineer/EIT

Highway & Bridge Project Manager

Transportation Planner

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