Wealth Full Time Goderich Branch, Goderich, ON, CA

2 days ago Requisition ID: 1111

Salary Range: $63,703.00 To $99,535.00 Annually

About Us:

We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers; and since our customers are also our shareholders, this will always be our business objective

Mainstreet Credit Union is actively seeking a Wealth Management Advisor to join our team

Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

Mainstreet offers its employees:

- Work-life balance and flexible work arrangements
- Opportunities for training and advancement
- Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
- Opportunity to work at a values-basedcooperative

Our Values:

Personalized: High quality personalized advice with adaptable solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

The Role:

Salary Range: $ 63,703 to $79,628 , (commensurate with experience and qualifications)





Total Target Compensation:$79,628.75 to $99,535.00 (TTC includes salary and potential variable compensation; variable compensation is based on 100% achievement* of targets)

Note: *Variable compensation potential maximum is 150% of target

Preferred Qualification: The Certified Financial Planner (CFP) designation is considered a strong asset. Preference will be given to candidates who hold the designation or are actively working toward completion. The successful candidate will be required to obtain the licence within twelve (12) months of employment.

Location: Goderich, with flexibility to travel to support other branch locations

Job Function:

The primary role of the Wealth Management Advisor is to deliver comprehensive financial planning and advice to new and self-sourced Mainstreet members, focusing on mutual fund investment solutions. Their sales initiatives must align with the company's vision, mission, and strategic objectives.

Within the organization, the Wealth Management Advisor collaborates closely with the retail branch network and the commercial lending division. This teamwork ensures a cohesive approach to member consultations, providing effective mentorship and coaching on wealth management products, services, and strategies, which in turn generates a consistent flow of member referrals.

In the community, the Wealth Management Advisor actively enhances Mainstreet's reputation by engaging in local activities,



establishing the company as a trusted and professional choice for wealth management and banking services. This engagement fosters new relationships and strengthens existing ones.

The position demands an in-depth knowledge of financial planning, mutual funds, market trends, and competitive dynamics within the industry.

Major Duties and Responsibilities:

- Conduct thorough analyses to pinpoint member needs and utilize financial planning tools to craft tailored recommendations that promote holistic advice and mutual fund sales, aiming to help members meet their financial goals.
- Proactively participate in member interactions to discover additional opportunities for products and services, and strategically refer members to relevant departments to enhance member engagement, increase wallet share, and cultivate profitable new relationships.
- Collaborate with retail and commercial advisory staff to meet growth objectives as outlined in the credit union’s strategic plan.
- Prioritize member objectives in sales processes, ensuring they are valued above sales targets.
- Actively pursue referral opportunities from Mainstreet staff, current members, and external sources to expand business reach.
- Assist in developing and implementing community-focused business development plans. Drive the sales management process through external outreach, in-branch promotions, and other initiatives to grow the member base.
- Organize and lead financial planning seminars and contribute to blog and vlog content to educate and engage the community.
- Adhere to established guidelines by following all policies and procedures and conducting

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