Wealth Management Expert

3 days ago

Fort Erie, Ontario, Canada Aviso Wealth Full time

Role Overview

This key position is crucial 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.

Key Responsibilities

• Provide Complex Financial Advice: Offer tailored financial solutions and strategic guidance to high-net-worth members, addressing their unique financial goals, investment objectives, and risk tolerance.

• Member Acquisition and Relationship Management: Create new Centers of Influence (COI) relationships and collaborate with the retail and commercial team to self-source new high-net-worth members. Build enduring relationships with clients through regular communication, proactive outreach, and personalized service.

• Leverage Aviso Private Wealth Solutions: Leverage the resources and tools provided by Aviso Private Wealth Solutions to deliver comprehensive wealth management strategies and investment solutions to clients.

• Advocacy for Wealth Management: Act as a vocal advocate for wealth management within our credit union, advocating for the importance of financial planning and investment management services. Collaborate with internal stakeholders to promote wealth management initiatives and enhance the visibility of our offerings.

• 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.

Required Qualifications

• PFP or CFP designation is required;

o Continually meet educational requirements to maintain designation.

• Securities license under IIROC is required which includes completion of the following:

o Canadian Securities Course (CSC)

o Conducts and Practices Handbook (CPH)

o Wealth Management Essentials (WME)

o or New Entrants Course (NEC) in lieu of CSC and CPH.

How to Apply

Please visit our website to learn more and apply for this role.

While we welcome all applications, only those who are selected for an interview will be contacted. Accessibility accommodations will be made for job candidates upon request.

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