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Wealth Management Professional

1 month ago

Powell River, Canada Aviso Wealth Full time
Financial Planning Specialist

First Credit Union is seeking a qualified individual to provide financial planning advice, support members' complex needs, and grow an existing joint book of business. The ideal candidate will possess expertise in investment sales, financial planning, and insurance solutions.

Key Responsibilities:

  • Provide comprehensive and informed advice to members and clients.
  • Cultivate relationships with members, clients, and colleagues to foster a strong network and sense of community.
  • Contribute to the growth and segmentation of joint client portfolios by actively engaging in business development.
  • Proactively develop and maintain the existing book of business, ensuring sustained growth and member satisfaction.
  • Implement holistic planning approaches, support members, and enhance community engagement by leveraging the expertise of First Credit Union's existing team of experts.

Requirements:

  • Advanced knowledge of Wealth Management products, services, and regulations, including life insurance.
  • Post-secondary education in business or related experience.
  • Three to five years of wealth management or investment advice experience.
  • Completion of Industry designation (WME, CSC, PFP).
  • Working towards CFP or CLU (completion within 24 months).
  • IIROC or MFDA license; life insurance license considered an asset.

Why work for us?

  • Take advantage of opportunities for career development including continuous training, education support and career planning.
  • Embrace our commitment to employee wellness including a comprehensive employee and family assistance program.
  • Enjoy a competitive compensation package.
  • Be part of a company that is dedicated to making a meaningful community impact.