Senior Wealth Management Specialist
5 days ago
We are PenFinancial Credit Union, a truly local credit union dedicated to improving lives and strengthening communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches in Niagara and Haldimand.
Our MissionWe're on a mission to do business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability. Our commitment to community starts with our employees, who are encouraged to give back to the causes that are meaningful to them and their families through volunteer opportunities and our Truly Local Ambassador program.
Job SummaryWe're seeking a Senior Wealth Management Specialist to join our team in Niagara Falls and Fort Erie branches. As a pivotal role, you'll provide expert financial advice to high-net-worth members, foster relationships, and enhance the overall wealth management experience at PenFinancial Credit Union.
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.
- Leverage Aviso Private Wealth Solutions to deliver comprehensive wealth management strategies and investment solutions to clients.
- Act as a vocal advocate for wealth management within our credit union, advocating for the importance of financial planning and investment management services.
- Educate and empower both staff and members to have confidence in our ability to provide expert financial advice.
You must have a securities license under IIROC, including completion of the following:
- A recognized securities qualification.
As a Senior Wealth Management Specialist, you will be an integral part of our team, providing exceptional service and expertise to our members. You'll have the opportunity to work in a dynamic environment, collaborating with colleagues to achieve our mission. In return, we offer a competitive salary range of $80,000-$110,000 per year, depending on experience, plus a generous benefits package that includes a Living Wage salary, defined contribution pension plan, and performance-based success sharing.
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