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Senior Wealth Advisor

1 month ago

Fort Erie, Ontario, Canada Aviso Wealth Full time
Senior Wealth Advisor

About the Role

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.

Key Responsibilities

  • Provide complex financial advice 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.
  • Leverage Aviso Private Wealth Solutions to deliver comprehensive wealth management strategies and investment solutions to clients.
  • Advocate for wealth management within our credit union, promoting the importance of financial planning and investment management services.
  • Educate and empower staff and members to have confidence in our ability to provide expert financial advice.
  • Stay current with securities and market research, trend analysis, and relevant changes for the development of the wealth management area and for the PenFinancial Union's overall operation.

Requirements

  • PFP or CFP designation is required; continually meet educational requirements to maintain designation.
  • Securities license under IIROC is required, including completion of the Canadian Securities Course (CSC), Conducts and Practices Handbook (CPH), Wealth Management Essentials (WME), 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. We welcome all applications, but only those selected for an interview will be contacted. Accessibility accommodations will be made for job candidates upon request.