Strategic Wealth Development Professional

5 days ago


Niagara Falls, Ontario, Canada Aviso Wealth Full time
About Us

At PenFinancial, our team is built on a foundation of accountability, passion, integrity, respect, and knowledge. We strive to live our brand from the inside out, empowering our employees to give back to their communities through volunteer opportunities and our Truly Local Ambassador program.

Our Commitment to Community

We're proud to be a Certified B Corporation, committed to doing business for good. We invest in renewable energy with Bullfrog Power and commit a portion of our profits directly back into our local communities.

About the Role

This pivotal role focuses on providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the wealth management experience at PenFinancial Credit Union within our Niagara Falls and Fort Erie branches and surrounding communities.

Key Responsibilities
  • Create new Centers of Influence (COI) relationships and collaborate with the retail and commercial team to self-source new high net worth members.


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