Strategic Wealth Advisor
1 week ago
Embark on a rewarding career as a Strategic Wealth Advisor with PenFinancial Credit Union in the picturesque Niagara region. As a key member of our team, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth individuals and businesses.
About UsWe are a proud Certified B Corporation committed to doing business for good. Our values of accountability, passion, integrity, respect, and knowledge guide everything we do. We prioritize community involvement and invest in local initiatives, making us a unique and fulfilling place to work.
Your RoleYou will be responsible for fostering lasting relationships with clients through proactive outreach, personalized service, and expert financial advice. Leveraging Aviso Private Wealth Solutions, you will deliver comprehensive wealth management strategies and investment solutions that meet our clients' evolving needs.
- Drive Member Acquisition and Relationship Management by creating new Centers of Influence (COI) relationships and collaborating with retail and commercial teams.
- Leverage resources and tools provided by Aviso Private Wealth Solutions to deliver tailored wealth management solutions.
- Serve as a vocal 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 through training sessions, workshops, and seminars.
- Lead our Truly Local Ambassador program, contributing to community development and social responsibility.
To succeed in this role, you will need:
- A Securities license under IIROC, including completion of required courses.
As a valued member of our team, you can expect:
- An estimated salary range of $80,000 - $120,000 per year, based on experience and qualifications.
- A generous benefits package, including a Living Wage salary, defined contribution pension plan, and performance-based success sharing.
- Opportunities for professional growth and development in a dynamic and supportive environment.
- The chance to make a meaningful impact in your community through our Truly Local Commitment.
This role is based in the Niagara Falls and Fort Erie areas, offering a unique blend of small-town charm and big-city amenities.
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