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Senior Wealth Advisor at Mainstreet Credit Union
Job Description & How to Apply Below
This full-time role is ideal for an experienced professional skilled in financial planning and investment services. You will work closely with members, identify their needs, and develop tailored recommendations.
Your role involves engaging with community members while collaborating with our internal teams to enhance wealth management services and customer relationships.
Key Responsibilities:
• Analyze member needs and develop tailored financial recommendations
• Provide financial planning advice for corporate and individual members
• Identify opportunities for cross-referrals within Mainstreet services
• Enhance knowledge of wealth management for team partners
• Maintain a high profile in the community through outreach
Requirements:
• CIRO INV Division licensed or licensable
• Minimum 5 years in financial planning or investment sales
• Proficiency with financial planning tools
• Strong relationship management and sales skills
• Effective communication and community engagement abilities
Leverage your expertise in financial planning and join Mainstreet to impact member lives positively.
Position Requirements
10+ Years
work experience
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