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
Robust written, verbal, and public speaking skills
Use sales management, financial expertise, and member advocacy to expand FirstOntario’s investment business across Hamilton and Halton.