Investment Advisor Wealth Management

Deliver holistic wealth management from Stoney Creek with investment planning and relationship-building expertise. Serve First Ontario members across Hamilton and Halton branches.

As an Investment Advisor, you will grow, manage, and maintain a portfolio of current and prospective member relationships. Your work will include financial planning, retirement income planning, investment counseling, risk analysis, and investment asset management. You will support members, including high-net-worth individuals, through tailored advice and solutions.

• Attract, retain, and grow a portfolio of members
• Deliver holistic investment and wealth management advice
• Lead member meetings, presentations, and annual reviews
• Build referrals through community and professional relationships
• Maintain portfolio records using Dataphile, Conquest, and Maximizer

• Post-secondary education in business, economics, finance, or equivalent experience
• Valid Registered Representative license with a CIRO-member investment dealer
• Minimum two years of experience as a licensed advisor
• CFP, CIM, CFA, or willingness to pursue a designation
• Knowledge of investment planning, mutual funds, and financial products

Apply investment planning, relationship management, and financial expertise while growing First Ontario member wealth across the region.