Elevate your career as a Wealth Advisor with Steinbach Credit Union in Winnipeg and Steinbach. Provide top-tier investment guidance and build member relationships while promoting Aviso Wealth products.Steinbach Credit Union is seeking a skilled Wealth Advisor to enhance its wealth management portfolio. With over 80 years of member-oriented service, you'll offer personalized financial advice while focusing on members' goals. Leverage your experience with mutual funds and strengthen connections through tailored strategies.Key Responsibilities:
- Manage an assigned wealth management portfolio
- Develop comprehensive retirement strategies for members
- Strengthen relationships by recommending products
- Maintain knowledge of investment products and policies
- Build partnerships for high-quality referralsRequirements:
- Minimum two years post-secondary education
- 4-6 years of related job experience
- Mutual Fund License (IFIC), QAFP designation required
- Working towards CFP designation is a plus
- Solid relationship management and sales skillsShape the financial futures of your members with expert advice and dedicated service at Steinbach Credit Union.#J-18808-Ljbffr

📌 Wealth Advisor At Steinbach Credit Union (Stuartburn)
🏢 Steinbach Credit Union
📍 Stuartburn