Pursue a thriving career with Cambrian Credit Union as a Senior Financial Advisor, focusing on member-centered financial planning in a hybrid work setting. You'll proactively manage portfolios and provide comprehensive advice.

As a Senior Financial Advisor, you'll play a crucial role in the Wealth Management Team, responsible for managing a portfolio with significant investable assets. This position requires a mix of business development, financial planning, and community involvement.

Using financial planning tools, you will assist members in achieving their financial aspirations and foster long-term relationships through exceptional service.

Key Responsibilities:

- Manage members' investment portfolios effectively
- Utilize consultative financial planning to meet client goals




- Collaborate with branches to identify and address member needs
- Stay informed about economic trends and financial products
- Ensure compliance with all regulatory and internal standards

Requirements:

- At least five years of relevant investment advisory experience
- Degree or diploma in business or finance related field
- Thorough understanding of financial products available in Canada
- Required CIRO registration or eligibility upon hire
- CFP or PFP designation, or a commitment to obtain within two years

Support Cambrian's mission of integrity and member-focused service through your financial advisory skills.

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📌 Experienced Financial Advisor in Wealth Management (Winnipeg)
🏢 cambrian
📍 Winnipeg