Elevate your career as a Senior Investment Advisor with FirstOntario Credit Union. Engage with clients to deliver tailored wealth management solutions in a flexible work workplace. FirstOntario is seeking an experienced Investment Advisor to manage and grow a diverse member portfolio.

Your focus will be on providing holistic financial planning, investment counseling, and retirement strategies. Collaborating with community partners and external specialists is key to expanding your wealth business and enhancing member service. Key Responsibilities:
Attract and retain high-net-worth individual clients
Develop and implement personalized relationship plans
Evaluate and manage member investment portfolios
Conduct effective member meetings with a holistic approach




Prepare documents and maintain accurate client records Requirements:
Licensed Registered Representative with a minimum of two years' experience
Hold a Certified Financial Planner (CFP) designation or equivalent
Knowledgeable in investment products and financial services
Solid communication and presentation skills
Detail-oriented and proactive in addressing member needs Bring your investment expertise and relationship-building skills to FirstOntario to enhance member experiences and service delivery.

📌 Senior Investment Advisor / Financial Planner St Catharines (St. Catharines)
🏢 FirstOntario Credit Union
📍 St. Catharines