Senior Wealth Advisor | Financial Planner

We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers and since our customers are also our shareholders, this will always be our business objective!

We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers and since our customers are also our shareholders, this will always be our business objective!

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

• Personalized:High quality personalized advice with flexible solutions.
• Supported
  :
  Highly responsive through empowered professionals.
• Known
  :
  Meaningful impact and connected to community.
• Easy:Easy and in the way our members prefer.

Annual Salary Range: $77,080.00 - $96,350.00 (commensurate with experience)

Total Target Compensation: Total Target Compensation: $ to $ (TTC includes salary and potential variable compensation; variable compensation is based on 100% achievement
* of targets)

Note:

* Variable compensation potential maximum is 150% of target

Mainstreet also offers its employees:

• Mainstreet is a Living Wage employer
• Opportunity to work at a values-based cooperative
• Work-life balance and flexible work arrangements
• Generous vacation and benefit packages
• Opportunities for training and advancement

Job Title: Senior Wealth Advisor | Financial Planner

Location: Sarnia, serving the Lambton County region

Required

Qualification:

Financial Planning Designation (CFP, QAFP, or PFP), and CIRO INV division licensed or licencable within 30 days of employment

Being a confident, high energy, self-starter, the Senior Wealth Advisor provides holistic financial planning advice and solutions to existing, new, and self-sourced Mainstreet members. Sales efforts must be consistent with corporate vision, mission, and strategic plan.

Internally the Senior Wealth Advisor works in close collaboration with the retail branch network and the commercial lending division to establish trusted internal relationships and raise the awareness and knowledge level of Mainstreet employees with respect to wealth management products, services, and strategies, leading to a steady stream of member referrals.

Externally, the Senior Wealth Advisor will have an active community presence, building Mainstreet's profile in the community as a professional and preferred provider of wealth management products, services, and expertise, leading to new wealth management and banking relationships.

This position requires a deep and thorough understanding of financial planning, investment products, the external markets, and the competition within their market.

• Analyze and identify the needs of members and develop recommendations, supported by financial planning tools to assist members achieve their financial goals
• Provide financial planning advice to corporate and individual members, ensuring that…