Elevate your career with Mainstreet Credit Union as a Senior Wealth Advisor in Sarnia. Provide holistic financial planning and personalized solutions to serve our members effectively.This full time role is ideal for an experienced skilled skilled in financial planning and investment services. You will work closely with members, identify their needs, and develop tailored recommendations. Your role involves engaging with community members while collaborating with our internal teams to enhance wealth management services and customer relationships.Key Responsibilities:
Analyze member needs and develop tailored financial recommendations
Provide financial planning advice for corporate and individual members




Identify opportunities for cross-referrals within Mainstreet services
Enhance knowledge of wealth management for team partners
Maintain a high profile in the community through outreachRequirements:
CIRO INV Division licensed or licensable
Minimum 5 years in financial planning or investment sales
Proficiency with financial planning tools
Robust relationship management and sales skills
Effective communication and community engagement abilitiesLeverage your expertise in financial planning and join Mainstreet to impact member lives positively.#J-18808-Ljbffr

📌 Senior Wealth Advisor At Mainstreet Credit Union Sarnia
🏢 Mainstreet-Credit-Union-2
📍 Sarnia