Elevate your career as a Wealth Advisor II with Access Credit Union in a hybrid role. Manage and grow portfolios while offering exceptional financial planning and mutual fund solutions to members.
Access Credit Union, a leading employer in Manitoba, seeks an experienced Wealth Advisor II to enhance clients' financial health. This role requires a robust background in financial advisory, focusing on holistic financial planning and maintaining strong member relationships. Your expertise will shape client experiences, drive portfolio growth, and collaborate closely with branch teams.
Key Responsibilities:
• Manage and grow wealth management portfolios proactively
• Provide comprehensive financial planning and mutual fund services
• Execute annual business plans to meet growth targets




• Identify member needs and refer non-mutual fund opportunities
• Foster solid relationships with clients and community partners
Requirements:
• Financial Planning Designation (QAFP, PFP, CFP) required
• Minimum 5 years of financial planning experience
• Proficient in financial planning tools and software
• Significant knowledge of the financial industry
• Ability to adhere to compliance and risk management protocols
Leverage your financial planning expertise to support Access Credit Union members and thrive in a rewarding environment.
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📌 Wealth Advisor II at Access Credit Union (Altona)
🏢 Access Credit Union
📍 Altona