Partner Advisor

5 days ago


Niagara Falls, Canada Aviso Wealth Full time
p>Senior Wealth Advisor

Be a part of something different

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. p>Our commitment to community

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program. And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.The Senior Wealth Advisor Overview

This role is pivotal in providing expert financial advice to high-net-worth members, fostering relationships and enhancing the overall wealth management experience at PenFinancial Credit Union within our Niagara Falls and Fort Erie branches and surrounding communities.


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