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
Strong 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.