Financial Planner
2 months ago
We are seeking a highly motivated and results-driven Wealth Advisor to join our team at StellerVista Credit Union. As a key member of our East Kootenay Region team, you will play a vital role in providing exceptional financial advice and assistance to our clients, while strengthening our presence in the communities we serve.
About the Role:
- Provide holistic financial planning and advice to clients, including investment, risk assessment, and insurance options.
- Develop and maintain a loyal book of households, building a successful practice from the ground up.
- Collaborate with our team to deliver exceptional client service and drive business growth.
- Stay up-to-date with industry developments and best practices to ensure our clients receive the highest level of service.
Requirements:
- Minimum of five years' experience in providing holistic financial advice to clients.
- Hold or be about to complete the Certified Financial Planner (CFP) designation and be licensed to sell securities and life insurance within BC.
- Post-secondary designation preferred.
What We Offer:
- Competitive compensation package, including extended benefits and pension programs.
- Opportunity to work with a dynamic team dedicated to cooperative values and client service.
- Flexible schedule and travel requirements.
Preferred Location: Cranbrook, B.C.
How to Apply: We are open to receiving applications until the position is filled.
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