Senior Advisor Wealth Management

Position: Senior Advisor for Wealth Management
Drive member success as a Senior Financial Advisor at Cambrian Credit Union, specializing in comprehensive wealth management strategies. This role combines hybrid work with dynamic financial advising.

Join Cambrian Credit Union’s Wealth Management Team as a Senior Financial Advisor where you will manage substantial investment portfolios and provide expert advice on wealth preservation and tax planning. This position allows you to build long-term relationships while working closely with retail branches and SME account managers to meet client needs effectively. Your proactive approach will be essential in identifying new business opportunities and enhancing member experiences.

Key Responsibilities:

• Grow and manage portfolios exceeding $350,000 for members

• Implement client-specific financial planning strategies

• Foster collaborative relationships with retail banking teams

• Stay updated on market trends affecting investment strategies

• Exemplify and promote Cambrian's commitment to service excellence

Requirements:

• Degree or equivalent experience in finance or business

• At least five years of Investment Advisory experience

• Comprehensive understanding of Canadian financial markets

• Certified Financial Planner designation or required completion timeframe

• Strong focus on member needs and service quality

Use your financial expertise to empower Cambrian clients in achieving their financial goals.
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