Become a Wealth Associate with FirstOntario and leverage your investment knowledge to shape client relationships. This role is designed for a flexible work arrangement.

As the primary contact for Wealth Connect, you will provide impactful financial advice while engaging in initiatives to broaden the visibility of FirstOntario Wealth. This role emphasizes proactive relationship building and the consolidation of client wealth. You will be integral in delivering tailored recommendations to help meet the financial needs of both recent and existing members.

Key Responsibilities:
• Build member relationships through discovery interviews
• Recommend investment solutions under $100,000
• Identify mutual funds opportunities to exceed sales targets




• Maintain member files and documentation accuracy
• Provide ongoing support and exceptional service to clients

Requirements:
• Must hold a valid Mutual Funds Licence
• Experience or working towards relevant certifications (e.g., RIS, PFP, CFP)
• Familiarity with investment software tools
• Strong focus on sales and business growth
• Proven integrity and commitment to member well-being

Support FirstOntario's vision of helping members achieve their financial goals with your expertise.
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📌 FirstOntario Wealth Associate Role (Ontario)
🏢 Firstontario Credit Union
📍 Ontario