Join First Ontario as a Wealth Associate and transform the financial lives of members. Your expertise in investment advice will be key in this hybrid position.

In this role, you will support Wealth Connect by developing robust relationships and providing personalized financial advice. You will work on business development initiatives while leveraging First Ontario’s comprehensive wealth products to enhance member satisfaction.

Your proactive approach will help consolidate client assets and achieve sales targets.

Key Responsibilities:

- Conduct discovery interviews to understand member goals
- Make investment recommendations for smaller portfolios
- Drive business development by identifying mutual funds opportunities
- Collaborate with internal partners to meet organizational goals
- Keep accurate records of member interactions

Requirements:

- Mutual Funds or Securities Licence in good standing
- Completion or pursuit of PFP/CFP certifications
- Strong knowledge of financial trends and mutual funds
- Initiative and self-management in member services
- Technology proficiency, especially Microsoft Office

Focus on delivering exceptional value and financial well-being for First Ontario members.

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📌 Financial Wealth Consultant Needed (Canada)
🏢 Firstontario Credit Union
📍 Canada