Build and retain an investment portfolio at FirstOntario Credit Union using sales development and comprehensive financial planning skills.

This Investment Advisor serves as a key contact for current and prospective members. You will expand wealth business through referrals, community involvement, and tailored solutions for changing financial needs. The role emphasizes relationship plans, portfolio reviews, member communication, and coordinated service delivery.

Key Responsibilities:

- Develop strategies to retain and consolidate wealth assets
- Seek introductions from partners and external contacts
- Prepare relationship plans and client presentations
- Review reports and metrics with members
- Advocate for FirstOntario investment products and services

Requirements:

- Licensed Registered Representative with a CIRO-member investment dealer
- At least two years as a licensed advisor
- Business acumen supported by relevant education or experience
- Enthusiasm for wealth management sales and business development
- Solid written, verbal, and public speaking skills

Use sales management, financial expertise, and member advocacy to expand FirstOntario’s investment business across Hamilton and Halton.

📌 Registered Investment Advisor FirstOntario (Canada)
🏢 FirstOntario Credit Union
📍 Canada