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 setting.

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 prospects 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
Solid 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 (St. Catharines)
🏢 FirstOntario Credit Union
📍 St. Catharines