Take the next step as a Financial Planning Advisor with FirstOntario, where you will provide tailored investment solutions. Enjoy the benefits of a flexible work workplace.

The Investment Advisor role focuses on building and maintaining a robust client portfolio while delivering comprehensive financial planning services. You'll work closely with members to identify opportunities and create strategies customized to their financial needs. Become a vital part of a community-focused finance team committed to excellence in customer service.

Key Responsibilities:
• Assess member needs to provide tailored investment solutions
• Collaborate with external professionals to enhance service delivery
• Conduct client portfolio evaluations and comparative analyses




• Engage in regular communication with members through multiple channels
• Record all client interactions and transactions accurately

Requirements:
• Post-secondary degree in finance or related field with advisory experience
• Valid CIRO membership and two years in a financial advisory role
• Passion for sales and business development in wealth management
• Proficient in Microsoft Office and financial planning software
• Strong interpersonal skills with a client-focused approach

Empower FirstOntario's members by utilizing your financial expertise and commitment to service excellence.
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📌 Financial Planning Advisor at FirstOntario (Ontario)
🏢 FirstOntario Credit Union
📍 Ontario