Senior Wealth Advisor at Mainstreet
Job in
Sarnia, Ontario, M7S, Canada
Listed on 2026-10-05
Listing for:
Mainstreet Credit Union Canada
Full Time
position Listed on 2026-10-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
In this senior role, you will provide holistic financial planning to existing and new Mainstreet members. With at least five years of experience in financial planning, you will be essential in guiding clients toward their financial goals. Collaborate with a dedicated team to foster relationships and enhance member satisfaction across the Lambton County region.
Key Responsibilities:
• Analyze member needs and develop tailored financial plans
• Provide investment advice to meet corporate and individual targets
• Engage members to uncover additional service opportunities
• Host seminars and create blog content on financial topics
• Maintain high visibility for Mainstreet in the community
Requirements:
• CIRO INV licensed or licencable within 30 days
• At least 5 years' experience in financial planning
• Certified Financial Planner (CFP), QAFP, or PFP designation
• Superior communication and presentation skills
• Proven relationship management and sales effectiveness
Utilize your expertise in financial planning to make a significant impact for members at Mainstreet Credit Union in Sarnia.
Position Requirements
10+ Years
work experience
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