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.
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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