Senior Wealth Advisor | Financial Planner

Full Time Sarnia London Road, Sarnia, ON, CA

Salary Range: $77,080.00 To $ Annually

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!

Mainstreet Credit Union is actively seeking an experienced Senior Wealth Advisor | Financial Planner to join our growing team!

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

Location: Sarnia, serving the Lambton County region

Required

Qualification:

Financial Planning Designation (CFP, QAFP, or PFP), and CIRO INV division licensed or licensable 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 member service and growth targets are being met
• Actively engage in member conversations to uncover other product and service opportunities and refer members, when appropriate, to other departments with a goal of expanding existing member base, wallet share, and development of new profitable member relationships
• Ensure sales processes favour and respect member objectives over sales targets
• Enhance the wealth management knowledge of Mainstreet advice team partners to assist them in creating an advice and planning experience that will meet their members needs
• Assist in preparation of plans for business development within the community and drive the sales management process through programs of outside calls, in-branch promotions and other activities designed to expand the existing member base
• Maintain high profile and visibility of Mainstreet Credit Union within the community
• Recommend and host financial planning seminars, provide content for Blog and Vlog posts
• Act as a resource for other Wealth Management Advisors for Financial Planning information, products and services
• Ensure policies and…