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

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. #J-18808-Ljbffr

📌 Financial Planning Advisor at FirstOntario (Winnipeg)
🏢 FirstOntario Credit Union
📍 Winnipeg