Become an Investment Advisor at FirstOntario and drive member wealth through exceptional financial planning. Experience a adaptable work setup that fosters skilled growth.

As an Investment Advisor, you will serve as a primary contact for members, focusing on delivering comprehensive wealth management services. Your responsibilities will include building solid relationships and evaluating member portfolios to ensure alignment with their financial goals. Actively participating in community events will enhance visibility and support business growth.

Key Responsibilities:



• Proactively deliver investment advice tailored to client needs • Collaborate with accountants and attorneys for comprehensive service • Prepare and lead impactful client presentations • Maintain regular portfolio contact and annual review processes • Adhere to compliance regulations and mitigates risk

Requirements: • Valid license as a Registered Representative with two years of experience • Willingness to pursue CFA or CIM designation • Strong background in mutual funds and financial service products • Excellent verbal, written, and public speaking skills • Ability to work independently while achieving team goals

Leverage your investment acumen to support and grow FirstOntario's member wealth strategy. #J-18808-Ljbffr

📌 Investment Advisor With Wealth Management Focus St Catharines (Canada)
🏢 FirstOntario Credit Union
📍 Canada