Associate Advisor For Wealth Management Newfoundland And Labrador

Associate Advisor For Wealth Management Newfoundland And Labrador

02 Aug
|
Newfoundland and Labrador Credit Union
|
Newfoundland and Labrador

02 Aug

Newfoundland and Labrador Credit Union

Newfoundland and Labrador

Join Newfoundland and Labrador Credit Union as an Associate Wealth Management Advisor in Stephenville and Corner Brook. Elevate your financial service career through exceptional member relationships and tailored investment strategies.

This full time position values a positive, service-oriented attitude. In this role, you will advise NLCU members on investment and insurance options and cultivate long-term relationships. Your natural ambition will drive you to identify opportunities, develop effective financial plans, and foster an outstanding service experience for members, enhancing their overall relationship with NLCU.

Key Responsibilities:
• Develop customized investment plans for members
• Analyze member needs to provide objective financial advice
• Strengthen member relationships and grow your portfolio




• Identify new business prospects within the community
• Refer members to appropriate services for greater support

Requirements:
• Previous experience in financial services essential
• Post-Secondary Degree or equivalent required
• Financial Planner designation completion or commitment
• Must have valid Life License (LLQP) and CIRO License
• Solid interpersonal skills and a proactive attitude

Utilize your financial acumen and commitment to service with Newfoundland and Labrador Credit Union to help members achieve their financial aspirations.
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📌 Associate Advisor For Wealth Management Newfoundland And Labrador
🏢 Newfoundland and Labrador Credit Union
📍 Newfoundland and Labrador

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