Wealth Management Professional

5 days ago


Prince George, British Columbia, Canada Integris Credit Union Full time
  • Salary: A guaranteed salary of up to $75,000 for up to one year following your date of hire, with the potential to earn $150,000 plus per year in commission-based compensation.


Job Description
The successful candidate will be required to travel to provide wealth management services in various locations. Your primary responsibilities will include developing personalized financial plans, managing portfolios, and providing expert advice on various financial matters such as taxes, insurance, and risk management.

You will establish long-term relationships with clients while contributing to our mission of helping individuals achieve their financial goals.

Your tasks will include:
- Building and maintaining solid relationships with members/clients, understanding their financial goals, risk tolerance, and investment preferences.
- Developing personalized financial plans and investment strategies aligned with the client's objectives and risk profiles.
- Recommending suitable investment products such as equities, exchange traded funds, bonds, mutual funds, and alternative investments based on thorough market analysis.
- Providing ongoing financial advice and guidance, addressing queries and providing proactive wealth management solutions.

Required Skills and Qualifications
To succeed in this role, you will require:
- Completion of post-secondary Diploma or Degree in business related discipline (Business Administration, Commerce, Fellow of the CUIC).
- CFP (Certified Financial Planner) or other related professional designation/degree earned or in progress.
- Successful completion of the Canadian Securities Course, Conduct and Practices Handbook examination, and Insurance Council of B.C. Insurance Licensing Exams.
- 5+ years of relevant and proven financial planning knowledge within financial services industry.

Benefits
In addition to your commission-based salary, our total rewards include a comprehensive compensation package beyond salary, including:
- Employer paid pension plan.
- Generous paid time off options to foster work-life-family balance.
- Extended health & dental benefits.
- Vision Care.
- Short-term and Long-term disability insurance.

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