Senior Wealth Advisor

Position: Senior Wealth Advisor at Steinbach Credit Union
Advance your career with Steinbach Credit Union as a Senior Wealth Advisor in Winnipeg or Steinbach. Drive success by managing wealth portfolios while delivering exceptional member service and tailored investment strategies.

Steinbach Credit Union, one of Manitoba’s largest credit unions, is seeking an experienced Senior Wealth Advisor. This role involves managing a book of business, providing investment guidance, and fostering strong member relationships. You will be responsible for developing retirement strategies, conducting needs assessments, and ensuring compliance with industry standards.

Key Responsibilities:

• Manage a defined portfolio of members' investment needs

• Develop tailored retirement and investment strategies

• Strengthen member relationships through proactive services

• Maintain up-to-date knowledge of financial products

• Execute community engagement strategies for business growth

Requirements:

• 6-8 years of relevant experience in wealth management

• IIROC license in good standing required

• Deep knowledge of financial tools and strategies

• Excellent communication and relationship-building skills

• Commitment to continuous professional development

Utilize your expertise in wealth management to make a significant impact at Steinbach Credit Union.
#J-18808-Ljbffr