The Wealth Advisor will serve as the primary point of contact with the Wealth client.

The Wealth

Advisor is responsible for maintaining existing Wealth relationships and developing current client relationships.

Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition.

Generates sales leads through cross-function collaboration, centers of influence and personal contacts. Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk. Selects specific FFB asset allocation strategies according to client goals and risk tolerances.

Implements FFB asset allocation strategies for new and incremental assets within client accounts. Coordinates unique portfolio requirements or client situations with FFB Investment Committee. Delivers annual investment reviews to clients.

Utilization of financial planning to drive client retention and acquisition. Serves on the FFB Investment Committee as client advocate and strategy consultant. Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.

Ten (10) years of successful investment and/or portfolio management experience;

experience working with clients with sophisticated investment management and financial planning needs. Knowledge of investment solutions, risk management, asset allocation and program design.



Extensive experience with financial planning software. able to effectively articulate investment management and financial planning options to clients.

Experience in banking or financial services is preferred. Bachelor’s degree in Business or other related field of study. CFA/CFP is strongly preferred. The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures.

This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer. At first financial bank, our mission is clear: to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve. Our success starts with our people.

We know that when our associates are talented, engaged, and supported, they create outstanding results. If you're looking to be part of a team that values integrity, inclusion, and collaboration—and where your growth matters—you’ll find your future here. #

📌 Student Financial Planner (Manitoba)
🏢 First Financial Bank
📍 Manitoba