Deliver comprehensive financial planning and mutual fund advice as a Wealth Management Advisor in Goderich, with flexibility to travel across Mainstreet branches.
Mainstreet Credit Union seeks an advisor supporting current and self-sourced members. The role combines financial planning, relationship management, sales, and community engagement. You will collaborate with retail and commercial teams to provide cohesive consultations, referrals, mentorship, and coaching on wealth management solutions.
Key Responsibilities: Analyze member needs using financial planning tools
Craft tailored recommendations and mutual fund solutions
Collaborate with retail and commercial advisory staff
Lead financial planning seminars and community outreach
Pursue referrals from staff, members, and external sources
Requirements: CIRO MF Division licensed or licensable
Strong investment industry, market, and product knowledge
Proven relationship management and sales skills
Outstanding communication and presentation abilities
Commitment to continuous education and CE credits
Apply financial planning, mutual fund expertise, and relationship-building skills to support Mainstreet members and growth in Goderich.

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📌 Wealth Management Advisor Goderich (Ontario)
🏢 Mainstreet Credit Union Canada
📍 Ontario