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Wealth Advisor

2 months ago

Duncan, Canada First West Credit Union Full time

We are seeking a Wealth Advisor to serve our Duncan & Lake Cowichan branches within our Island Savings division.

**Job Summary:** Wealth Advisor responsible for managing a book of high value members, offering investment and financial planning advice, and consolidating investment assets through referrals and business development.

The Wealth Advisor will work with and manage a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate investment assets through two broad groups: 1) existing members to consolidate external assets to First West; 2) referrals from existing members and business development that bring new members with wealth. The Wealth Advisor will also meet regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. This role will work in close collaboration with retail branch employees and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service.

**Key Responsibilities:**

  • Financial Planning and Advice:
    • Identify wealth and financial planning needs, and engage with existing and new members to deepen relationships and bring credibility to FW's wealth offering.
    • Develop plans and recommendations to meet members' investing/financial planning goals.
    • Analyze and identify member needs through interview process.
    • Develop recommendations based on gaps determined.
    • Collaborate with Wealth Planning Specialists to ensure members are receiving comprehensive financial planning.
  • Portfolio Management:
    • Manage and grow an assigned four quadrant portfolio of high value members.
    • Develop methods and process to ensure members within portfolio are contacted on a regular basis.
    • Ensure portfolio reflects the life stage and risk tolerance of the member.
    • Make recommendations on adjustments to portfolio, as required.
    • Drive asset consolidation among members by helping members to implement the recommended financial plan within the credit union.
  • Business Development:
    • Develop and execute an annual business development plan.
    • Build collaborative working relationships and teamwork with branch staff to identify current and potential members with investment and financial planning needs.
    • Gain introductions to members and identify their current portfolio and investment needs.
    • Identify and assist in developing opportunities for retail banking products and services with CU branch partners.
    • Develop an internal and external referral network through community events, online social media and other networking activities.
  • Risk Management:
    • Ensure compliance with all FW audit/risk management policies and procedures.
    • Adhere to applicable external agency/vendor/government regulatory requirements and standards.
    • Maintain a professional standard of conduct at all times while promoting a positive image of the organization.
    • Meet annual professional continuing education requirements.
    • Maintain up to date and accurate member files, electronic and physical records, as required.

**Required Skills, Experience & Qualifications:**

  • College, Trade or Tech School Diploma (2 years) required
  • Bachelor's Degree preferred
  • Mutual funds license required
  • PFP designation required
  • CFP or CFA designation preferred
  • 5 years' experience in financial planning/investment sales with the proven ability to consistently meet or exceed targets required
  • 2 years' experience with retail lending required
  • Expert knowledge of the investment industry, products, and the principles of investment advice/financial planning required
  • Four quadrant member transaction experience preferred
  • Proven track record of exceptional sales results preferred
  • Retail banking experience preferred
  • Superior sales abilities including active listening, identifying business opportunities, influencing & negotiating, asking for the business
  • Proven relationship building, networking, and client acquisition skills
  • Proven track record achieving or exceeding sales targets in retail lending and investment products and service
  • Proven strong communication skills with ability to communicate both verbally and in writing or through presentations with a wide variety of people
  • Proficient with computer software programs, e.g. Microsoft Office
  • Demonstrated financial planning skills
  • Proficient with planning software, e.g. PlanPlus
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**Compensation:** $82,000