Expert Wealth Advisor Position at Sunrise Credit Union
Job in
Brandon, Manitoba, Canada
Listed on 2026-07-09
Listing for:
Sunrise Credit Union Limited
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
In this role, you will deliver advanced financial planning and investment strategies, helping members navigate wealth management complexities. Your responsibilities will include developing personalized financial plans, ensuring compliance, and collaborating with branch teams to enhance member experiences.
Key Responsibilities:
• Provide tailored investment and insurance advisory
• Develop and implement comprehensive financial plans
• Build and maintain strong member relationships
• Analyze portfolios for performance and alignment
• Stay informed on market trends and educational efforts
Requirements:
• Post-secondary degree and 5 years in advisory roles
• Valid financial credentials necessary for practice
• Proficient in financial planning software
• Strong ethics and professionalism in service
• Outstanding relationship management capabilities
Leverage your expertise in investment strategies and financial planning to empower Sunrise members towards financial success.
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