Wealth Advisor - Partner - GIM

Employment Opportunity Position Name:
Wealth Advisor

Location:

West Kootenay Region - Nelson/Rossland BC Annual Salary Range: $74,000.00 - $80,000.00

Transition to variable pay model after two years of employment

Working in partnership, Steller Vista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities:
Money Works and Growth Financial to create Growth Investment Management (GIM). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.

We are seeking a knowledgeable and client-focused Wealth Advisor to join our team. The Wealth Advisor position is a member of a dynamic team dedicated to cooperative values and client service. Reporting to the Senior Leader, Wealth, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of Nelson & District Growth Investment Management in the communities they serve.

In this role, you will provide personalized financial guidance to clients, helping them achieve their financial goals through strategic planning and investment and insurance management. This position offers an opportunity to work in a dynamic environment where your expertise can make a meaningful impact on clients’ financial well-being.

The Wealth Advisor successfully coordinates many of the aspects of the administration sales and service to deliver exceptional client experience. Primary responsibilities include but are not limited to:

• Meets existing and prospective client needs by actively listening, promoting, and cross selling all wealth management products and providing referrals to cross functional business lines in the credit union
• Following up on all paperwork pertaining to opening and ongoing maintenance of client investment and insurance accounts
• Handling all aspects of incoming/outgoing client service-related issues including booking appointments, general and transactional inquiries and proactive client outreach
• Independently completes progressively complex documentation such as estate and/or trust documentation, coordinating with key stakeholders as required
• Develop comprehensive financial plans tailored to individual client needs, including investment strategies, retirement planning, and estate planning
• Pursues business development opportunities by identifying, developing, leading, and carrying out the team’s sales and marketing campaigns through phone, networking, direct mail, online, community and business-related endeavors
• Build and nurture long-term client relationships through regular communication and review meetings
• Collaborate with other financial professionals to deliver integrated wealth management solutions

• Minimum 5 years of experience providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
• Holds a Certified Financial Planner (CFP) designation and licensed to sell securities as well…