Partner Advisor

1 week ago

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

Be a part of something different

We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. p>

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.

Confidence Building: Educate and empower both staff and members to have confidence in our ability to provide expert financial advice. Conduct training sessions, workshops, and seminars to enhance financial literacy and promote awareness of our wealth management capabilities.Community Involvement: Be a leader in our Truly Local Ambassador program.

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