Financial Advisor in Wealth Management

Join Cambrian Credit Union as a Senior Financial Advisor to provide top-tier financial advice and manage substantial investment portfolios in a rewarding hybrid role.

As a Senior Financial Advisor, you will be pivotal in the Wealth Management Team at Cambrian Credit Union. This position is designed for individuals with extensive investment advisory experience who can cultivate member relationships and deliver customized financial solutions. You'll focus on portfolio growth and business development while leveraging innovative tools for a holistic member experience.

Key Responsibilities:

• Develop and manage investment strategies for high-value clients

• Collaborate with retail branches to identify financial needs

• Utilize financial planning tools to create personalized member plans

• Keep abreast of financial market trends and legislation

• Ensure excellence in service delivery across member interactions

Requirements:

• Post-secondary qualification in business or related fields

• At least five years of investment advisory experience

• Comprehensive knowledge of financial products in Canada

• Relevant licenses and designations required within set timelines

• Creative thinking and strong client-centric focus

Become a leading financial expert at Cambrian and make an impact in members' financial journeys.
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