Join Mainstreet Credit Union as a Senior Wealth Advisor in Sarnia, focused on delivering exceptional financial planning and investment solutions. Drive member engagement while enhancing your wealth management expertise. In this senior role, you will provide holistic financial planning to existing and recent Mainstreet members.

With at least five years of experience in financial planning, you will be essential in guiding clients toward their financial goals. Collaborate with a dedicated team to foster relationships and enhance member satisfaction across the Lambton County region. Key Responsibilities:

- Analyze member needs and develop tailored financial plans
- Provide investment advice to meet corporate and individual targets




- Engage members to uncover additional service opportunities
- Host seminars and create blog content on financial topics
- Maintain high visibility for Mainstreet in the community Requirements:
- CIRO INV licensed or licencable within 30 days
- At least 5 years' experience in financial planning
- Certified Financial Planner (CFP), QAFP, or PFP designation
- Superior communication and presentation skills
- Proven relationship management and sales effectiveness Utilize your expertise in financial planning to make a significant impact for members at Mainstreet Credit Union in Sarnia.

📌 Senior Wealth Advisor at Mainstreet (Sarnia)
🏢 Mainstreet Credit Union Canada
📍 Sarnia