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.

📌 Financial Planning Advisor at FirstOntario (St. Catharines)
🏢 FirstOntario Credit Union
📍 St. Catharines