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 new 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
- Robust 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.

📌 Wealth Management Advisor Goderich
🏢 Mainstreet Credit Union Canada
📍 Goderich