Wealth Advisor: Strategic Planning & Growth Manitoba

Wealth Advisor: Strategic Planning & Growth Manitoba

24 Aug
|
Assiniboine Credit Union
|
Manitoba

24 Aug

Assiniboine Credit Union

Manitoba

Assiniboine Credit Union Ltd at ACU Wealth Management is seeking a Wealth Advisor to provide financial advice, build member relationships, and manage a portfolio with a focus on cross-selling Aviso mutual funds. You will develop annual business plans and deliver tailored wealth strategies.
The role emphasizes comprehensive wealth planning, tax and retirement considerations, and collaboration with Aviso and other specialists to satisfy member goals, while adhering to regulatory standards.
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📌 Wealth Advisor: Strategic Planning & Growth Manitoba
🏢 Assiniboine Credit Union
📍 Manitoba

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