Why FirstOntario? Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive advantages packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program
Job Overview The Wealth Associate will act as the primary contact for Wealth Connect. The Wealth Associate is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth across all branches and members.
Role In the role, you will...
Be a natural relationship builder with new and existing members by conducting discovery interviews, and helping to identify members mutual funds related goals
Make recommendations to members whose assets are less than or equal to one hundred thousand dollars which may be amended from time to time
Truly believe in FirstOntario Wealth products and services and be able to communicate to members and prospective members how we can improve their financial lives
Proactively identify areas of opportunity relating to Mutual Funds products to help surpass sales targets and provide new and existing members with the best product
Effortlessly build and maintain close working relationships with internal business partners across the organization to support the achievement of organizational objectives and strategic goals




Work with new and existing members to help consolidate wealth related assets from other financial institutions to FirstOntario
Develop and implement an effective plan to keep existing investment business on the books
Stay well connected with members through a variety of communication channels to better service our members and uncover their needs
Accurately maintain current member files and conduct reporting as needed
Diligently complete documentation related to member needs and requests, including the Book of Record system, planning software, contact management system (CRM) and other applicable programs
Seek to support the member’s financial portfolio by referring to the appropriate internal partners when required
Provide superior member experience through support and service to our current and prospective members creating exceptional relationships
Consider health & safety as a primary concern to ensure the safety of self and others
Perform other duties as required
Required Skills Within your skills and qualifications, you will...
Hold a valid Mutual Funds Licence or Securities Licence, which must be kept in good standing
Have completed or working towards your Responsible Investment Specialist (RIS) certification
Be proud of your PFP/CFP or be willing to pursue one of these designations
Maintain accurate transaction records and detailed notes of member interactions and meetings
Be familiar with applicable software including but not limited to eAdvisor MFDA and Dataphile Web MFDA




Demonstrate enthusiasm and a willingness for sales and business development
Keep current on financial trends and changes in the investment industry and be well versed in mutual funds products
Take the initiative to assess requirements to help our members financial goals become a reality
Become experienced at taking the initiative, assessing requirements and developing plans to help our members reach their financial goals
Appreciate the need to work independently while supporting team members and organizational objectives
Be timely and accurate with requests to ensure you are servicing the needs of all members
Enjoy the challenge of an evolving position with the desire for growth and advancement in Wealth at FirstOntario
Genuinely care about the financial well-being of our members
Inherently demonstrate a high level of integrity and be trustworthy
Be aware of and mitigate enterprise risk factors and ensure compliance with applicable compliance regulations, security regulations, legislation and FirstOntario policies and procedures
Be extremely comfortable using a computer particularly Microsoft Office
This posting is for an existing vacancy.
Salary Range: $59,078 to $81,233 annually.
Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

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📌 Wealth Associate (Ontario)
🏢 Firstontario Credit Union
📍 Ontario