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 (Manitoba)
🏢 cambrian
📍 Manitoba