Deliver comprehensive financial planning and mutual fund advice as a Wealth Management Advisor at Mainstreet Credit Union’s Goderich branch. Travel flexibility supports other locations.

This full-time advisor serves new and self-sourced Mainstreet members through tailored recommendations and relationship management. The work emphasizes financial planning, mutual funds, market trends, and competitive industry dynamics. Collaboration with retail branches and commercial lending supports coordinated consultations, mentorship, coaching, and referrals.

Key Responsibilities:

- Analyze member needs and create tailored financial planning recommendations
- Promote holistic advice and mutual fund investment solutions
- Identify opportunities and refer members to relevant departments




- Lead financial planning seminars and community business development
- Follow policies, procedures, and ethical practices consistently

Requirements:

- CIRO MF Division licensed or licensable
- Certified Financial Planner designation preferred or actively underway
- Solid investment industry, market, product, and trend knowledge
- Proven relationship management, sales, networking, and asset gathering skills
- Excellent communication, presentation, organization, and time management abilities

Apply financial planning, mutual fund expertise, and member-focused relationship management at Mainstreet Credit Union in Goderich.

📌 Wealth Management Advisor Goderich
🏢 Mainstreet Credit Union
📍 Goderich