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 plansProvide investment advice to meet corporate and individual targetsEngage members to uncover additional service opportunitiesHost seminars and create blog content on financial topicsMaintain high visibility for Mainstreet in the communityRequirements:CIRO INV licensed or licencable within 30 daysAt least 5 years' experience in financial planningCertified Financial Planner (CFP), QAFP, or PFP designationSuperior communication and presentation skillsProven relationship management and sales effectivenessUtilize 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