Current jobs related to Wealth & Advisory Sales & Support Specialist - Winnipeg Manitoba RCR Canada - Cambrian Careers

  • Wealth & Advisory Sales & Support Specialist

    3 days ago

    Winnipeg, MB, Canada Cambrian Credit Union Full time

    As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit. Cambrian Credit Union is seeking a Wealth & Advisory Sales & Support Specialist to join our...

  • Wealth & Advisory Sales & Support Specialist

    4 days ago

    Winnipeg, MB, Canada Cambrian Credit Union Full time

    As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit. Cambrian Credit Union is seeking a Wealth & Advisory Sales & Support Specialist to join our...

  • Coordinator, Wealth Products

    1 week ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Coordinator, Wealth Products** **Location**:This position will be based out of our Winnipeg or Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Associate Vice President

    5 days ago

    Winnipeg, Canada Aviso Wealth Full time

    Job Description Job Description Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned...

  • Associate Vice President

    2 days ago

    Winnipeg, Canada Aviso Wealth Full time

    Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

  • Tax and Estate Specialist

    7 days ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Tax and Estate Specialist** **Location**:This position can be based out of any of our office locations across Canada. **Our Organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group...

  • Business and Wealth Transition Specialist

    3 days ago

    (s): Canada : Ontario : Toronto Scotiabank Global Site Full time

    Requisition ID: 241807Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Summary: The Business and Wealth Transition (BWT) Specialist plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total wealth planning solutions and strategic...

  • Marketing Specialist

    1 week ago

    Winnipeg, Manitoba, RCR, Canada Cambrian Careers Full time

    Well versed in the world of marketing, Cambrian's team of Marketing Specialists are whole brain thinkers – hyper organized and data driven, yet ridiculously creative. Logical + visionary. Yes, we're unicorns In this role those two opposing skills meet for a perfect marketing match. As a key role on the Marketing & Brand Experience Team, the Marketing...

  • Financial Advisor

    2 weeks ago

    Winnipeg, Manitoba, RCR, Canada Cambrian Careers Full time

    As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.Cambrian Credit Union is seeking a Financial Advisor to join our Wealth & Advisory Services...

  • Associate Vice President

    5 days ago

    Winnipeg, Canada Aviso Wealth Inc Full time

    Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

Wealth & Advisory Sales & Support Specialist

2 weeks ago

Winnipeg Manitoba RCR Canada Cambrian Careers Full time

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Wealth & Advisory Sales & Support Specialist to join our Wealth & Advisory Services Team.

The Wealth & Advisory Sales & Support Specialist consistently delivers high quality administrative and sales support within Cambrian's Wealth & Advisory department. The position will encompass key support through being the administrative lead and support with converting portfolios between the various platforms, including: Credential Asset Management (CAM); Credential Securities (CS); Cambrian's Retail Deposits; VirtualWealth (VW) and Qtrade Investor (QI).

In the role of Wealth & Advisory Sales & Support Specialist, you will:

  • Direct lead in maintaining seamless account transitions; supportive of positive overall member experience. Acting as primary liaison with Aviso Wealth utilizing Online Service Management (OSM) and Cambrian support teams. Identify to the Manager Wealth & Advisory Services additional growth & portfolio opportunities in converting investors to full service relationships. (PAC; SWP; EFT).
  • Provide detailed support and reporting with transitioning existing investor portfolios between Cambrian's Wealth Management platforms (CAM; CS; Retail Branch; QI; VW). Including preparation of trade execution for all investment transactions.
  • Work collaboratively with the Wealth Advisor Associate & Wealth Services & CAM Compliance Specialist, providing daily service and support to the advisory team. Prepare Aviso Wealth & Cambrian documentation (KYC & KYP) required for opening and maintaining accounts in accordance with regulatory requirements.
  • Support with management of member deposits held with Cambrian, including but not limited to annual renewal communications. Soliciting and consolidating non-Cambrian deposits through appropriate referral within Wealth & Advisory Services team.
  • Accurate maintenance and updating of investor profiles into Cambrian's Wealth Management Dashboard, including task and annual review management process.
  • Remain current on all Aviso Program Member Owned solutions, including but not limited to solutions through NEI Investments; OnPoint Managed Portfolios (OMP); OnPoint Pooled (OPI); Credential Managed Account (CMA).
  • Maintain accurate reporting on all Wealth Management investment referrals.
  • Provide Back-Up Credential Asset Management Branch Compliance Manager duties within two years of
    accepting the role

Your Education & Experience:

  • Minimum education level of Grade 12 or equivalent, with post-secondary education considered an asset.
  • Minimum two years demonstrated proficiency in retail financial services.
  • Experience within a wealth management services operation would be an asset.
  • Completion of the Branch Compliance Officer Course within 18 months of assuming this position is required.
  • Licensing with MFDA in good standing, or ability to become licensed within 18 months
  • Demonstrated ability to understand and complete basic to intermediate math functions in a timely and accurate manner.
  • Proficient in PC applications of Outlook, Word & Excel.
  • Creative thinker/ problem solver, with a member-centred approach and strong drive to continuously improve and add value to the business.
  • Ability to work well in an environment with multiple and often changing priorities

Our Environment & Total Compensation

Cambrian offers a work environment where teamwork and creative thinking are valued.  In addition, we offer continuing professional development and a competitive total compensation package including:

  • A hybrid work environment with the use of advanced technology
  • Extended health and dental benefit options, up to 80% employer-paid premiums dependent on which coverage level chosen
  • Defined Contribution Pension Plan – matched at 6%
  • Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
  • Paid sick days, Paid emergency Absent days
  • Customized training, career development planning, and structured onboarding
  • Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
  • Annual Performance appraisals and merit increase reviews

Cambrian Values

The Wealth & Advisory Sales & Support Specialist consistently displays Cambrian's core values as follows:

  • Integrity & Honesty: Anticipates and adapts behaviours consistent with integrity and honesty. Listens to and considers differing
    perspectives respectfully; interacts with others fairly and objectively.
  • Member Focused: Anticipates and adapts to member needs; takes responsibility for working with members to identify and solve
    issues and ensure satisfaction.
  • Community Involvement: Sets an example to others by attending or participating in organizational and community events and initiatives.
    Involved in organizational committees to promote awareness and involvement.
  • Competitive: Sets an example to others by exceeding expectations. Identifies potential obstacles to reaching goals and
    develops ways to overcome them.
  • Innovative Spirit: Identifies opportunities to improve on technologies and processes. Identifies ways to assist others in adapting to
    change and communicates about change in a positive way.

How to apply:

Please submit your application online ) by December 23, Your resume and cover letter must clearly illustrate how you meet these qualifications.

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected for an interview will be contacted.

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available on request for candidates taking part in all aspects of the selection process.