Senior Wealth Management Specialist

5 days ago


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

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 Mission

We'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 Summary

We'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
  1. Create new Centers of Influence (COI) relationships and collaborate with the retail and commercial team to self-source new high net worth members.
  2. Leverage Aviso Private Wealth Solutions to deliver comprehensive wealth management strategies and investment solutions to clients.
  3. Act as a vocal advocate for wealth management within our credit union, advocating for the importance of financial planning and investment management services.
  4. Educate and empower both staff and members to have confidence in our ability to provide expert financial advice.
Requirements

You must have a securities license under IIROC, including completion of the following:

  • A recognized securities qualification.
About You

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.



  • Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

    We are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union in Niagara Falls and Fort Erie branches. As a key member of our wealth management team, you will play a pivotal role in providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management...


  • Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Expert to join our team in the Niagara region. As a key member of our wealth management team, you will provide expert financial advice to high-net-worth individuals, fostering relationships and enhancing the overall wealth management experience at PenFinancial Credit Union.About the RoleThis role...


  • Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

    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...


  • Niagara Falls, Ontario, Canada Aviso Wealth Full time

    About UsAt 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 CommunityWe're proud to be a Certified B...


  • Niagara Falls, Ontario, Canada Cogir Senior Living Canada Full time

    Cogir Senior Living Canada is a leader in senior living management, offering a range of services including independent living, assisted living, and memory care. As a Regional Director of Operations, you will be responsible for overseeing the day-to-day operations of our retirement residences in the southwest region of Ontario.Key Responsibilities:Strategic...


  • Niagara Falls, Ontario, Canada Cogir Senior Living Canada Full time

    Career OverviewCogir Senior Living Canada, a leader in senior living management, offers a range of services including independent living, assisted living, and memory care. As a Regional Director of Operations, you will be responsible for overseeing the day-to-day operations of our retirement residences in the southwest region of Ontario.


  • Niagara Falls, Ontario, Canada REDGANACHE Full time

    Company OverviewREDGANACHE is a renowned culinary establishment that prides itself on excellence in every dish prepared. As a Senior Pastry Specialist, you will be an integral part of our team.


  • Niagara Falls, Ontario, Canada Cogir Senior Living Canada Full time

    Regional Director of Operations - Cogir Senior Living CanadaWe are seeking an experienced Regional Director of Operations to join our team in the Southwest region of Ontario. The successful candidate will be responsible for overseeing the operations of multiple retirement residences, ensuring exceptional resident care and excellent business...


  • Niagara Falls, Ontario, Canada Cogir Senior Living Canada Full time

    Cogir Senior Living Canada is a leading provider of senior living options in Canada, offering independent living, assisted living, and memory care services across the country. We are currently seeking a highly skilled Regional Director of Operations to join our team in the southwest region of Ontario.Estimated Salary: $120,000 - $180,000 per year, depending...


  • Niagara Falls, Ontario, Canada Helias Enterprises Limited Full time

    Job OverviewWe are seeking an experienced Senior Management Executive to join our team at Helias Enterprises Limited. This is a permanent role that offers the opportunity to make a significant impact on the organization.


  • Niagara Falls, Ontario, Canada University of Niagara Falls Canada Full time

    About the RoleWe are seeking an accomplished Senior Academic Librarian and Instructional Specialist to join our team at the University of Niagara Falls Canada. This exciting opportunity will be instrumental in shaping the future of information literacy instruction and collection management.Key ResponsibilitiesDevelop and deliver dynamic information literacy...


  • Niagara Falls, Ontario, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a Senior Hospitality Manager to join our team at beBee Professionals in Niagara Falls. The successful candidate will have a strong background in hospitality management and be able to lead a team to achieve business objectives.Key Responsibilities:Manage the restaurant's customer service standards, including training staff and resolving...


  • Niagara Falls, Ontario, Canada Oxy Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Power Plant Operations Specialist to join our team at OxyChem's Chemical Plant in Niagara Falls, Ontario. As a key member of our operations team, you will be responsible for ensuring the safe and efficient operation of our utility equipment and systems.About the RoleThe successful candidate...


  • Niagara Falls, Ontario, Canada Ferrovial Full time

    Ferrovial, a leading infrastructure management company, seeks a Highway Incident Management Specialist to join our team. This role is an exciting opportunity for experienced professionals to work in a dynamic and challenging environment.Job DescriptionThe Highway Incident Management Specialist will be responsible for responding to incidents on provincial...


  • Niagara Falls, Ontario, Canada Post Holdings, Inc. Full time

    At Post Consumer Brands, a business unit of Post Holdings, Inc., we are dedicated to providing delicious food choices for every taste and budget. Our team in Niagara Falls, Ontario is home to the Original Shredded Wheat cereal, first produced at this plant 117 years ago.Job OverviewWe are seeking a highly skilled Senior Health and Safety Manager to join our...

  • Senior Project Lead

    2 months ago


    Niagara Falls, Ontario, Canada beBee Professionals Full time $75,000 - $95,000

    beBee Professionals is seeking a Senior Project Lead to join our team in Niagara Falls, Canada. In this role, you will be responsible for overseeing projects from conception to completion, ensuring they are delivered on time and within budget.Key Responsibilities:Define project scope, objectives, and deliverables in collaboration with stakeholders.Develop...


  • Niagara Falls, Ontario, Canada SearchLabs Full time

    We are seeking an experienced and skilled Senior Construction Operations Manager to join our team at SearchLabs.Job Summary:The ideal candidate will have a proven track record of managing construction projects from start to finish, ensuring they are delivered on time, within budget, and to the required quality standards. About the Role:The successful...

  • Accounting Specialist

    3 weeks ago


    Niagara Falls, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Niagara Falls is seeking an experienced Accounting Specialist (m/f/d) to join our finance team. This role involves managing and maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage financial records, including ledgers,...

  • Event Director

    2 weeks ago


    Niagara Falls, Ontario, Canada Executive Coach Global - Career Compass Canada Full time

    Company Overview:The Niagara Falls Convention Centre (NFCC) is a premier event destination in the heart of the vibrant Niagara Fallsview Entertainment District. With 300,000 sq. ft. of convention space, we host international, national, and regional conventions, trade shows, and high-profile corporate events that contribute significantly to the Niagara...


  • Niagara Falls, Ontario, Canada ALG ASSET RECOVERY & TOWING SERVICES Full time

    Job TitleExecutive Support SpecialistAbout the RoleWe are seeking a highly skilled and organized Executive Support Specialist to join our team at ALG ASSET RECOVERY & TOWING SERVICES. As an Executive Support Specialist, you will provide administrative support to our executives, ensuring seamless day-to-day operations.Key ResponsibilitiesThe successful...