Deliver comprehensive financial planning and mutual fund advice as a Wealth Management Advisor in Goderich, with flexibility to support other branches. Use relationship management and sales skills to understand member needs and recommend suitable solutions.
Mainstreet Credit Union seeks a Wealth Management Advisor to advise new and self-sourced members. You will analyze financial needs, develop tailored recommendations, and support mutual fund sales while prioritizing member objectives. The position collaborates with retail branches and commercial lending, builds referrals, and represents Mainstreet in community activities.
Key Responsibilities: Analyze member needs and create tailored financial planning recommendations
Provide mutual fund investment advice supporting members’ financial goals
Generate referrals through staff, members,



and external sources
Lead seminars and contribute to community education content
Follow policies and perform duties ethically
Requirements: CFP, QAFP, or PFP designation
CIRO MF Division licensed or licensable
Knowledge of financial planning, markets, trends, and products
Proven relationship management, sales, and client acquisition skills
Robust communication, presentation, organization, and time management abilities
Apply financial planning, mutual fund knowledge, and relationship-building skills while serving Mainstreet Credit Union members across Southwestern Ontario.

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