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 current 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
- Strong 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.