Deliver holistic wealth management from Stoney Creek with investment planning and relationship-building expertise. Serve FirstOntario members across Hamilton and Halton branches. As an Investment Advisor, you will grow, manage, and maintain a portfolio of current and prospective member relationships. Your work will include financial planning, retirement income planning, investment counseling, risk analysis, and investment asset management. You will support members, including high-net-worth individuals, through tailored advice and solutions.

Key Responsibilities
Attract, retain, and grow a portfolio of members Deliver holistic investment and wealth management advice Lead member meetings, presentations,



and annual reviews Build referrals through community and skilled relationships Maintain portfolio records using Dataphile, Conquest, and Maximizer

Requirements:
Post-secondary education in business, economics, finance, or equivalent experience Valid Registered Representative license with a CIRO-member investment dealer Minimum two years of experience as a licensed advisor CFP, CIM, CFA, or willingness to pursue a designation Knowledge of investment planning, mutual funds, and financial products Apply investment planning, relationship management, and financial expertise while growing FirstOntario member wealth across the region.

📌 Investment Advisor Wealth Management (Canada)
🏢 Firstontario Credit Union
📍 Canada