Client-Focused Wealth Advisor

Position: Client-Focused Wealth Advisor Role
Join Assiniboine Credit Union as a Wealth Advisor, delivering expert financial advice and fostering member relationships. Your expertise will support ACU's mission of sustainable banking.

In this position at the St. Vital Branch, you'll engage with both existing and new Aviso Mutual Fund members. Key responsibilities include developing financial strategies, providing investment advice, and ensuring compliance with regulations. You'll collaborate across departments to promote ACU products, contributing to the community-focused approach of the organization.

Key Responsibilities:

• Advise on wealth planning and investment needs

• Facilitate referrals for enhanced financial services

• Regularly review member portfolios for adjustments

• Collaborate with specialists to meet member needs

• Stay updated on market conditions and compliance

Requirements:

• Post-secondary education in a business-related field

• Relevant financial sector experience preferred

• Canadian Investment Funds Course or equivalent completion

• PFP/CFP/QAFP designation or willingness to pursue

• Strong analytical and communication skills

Play a crucial role in fostering member financial success as a trusted Wealth Advisor.
#J-18808-Ljbffr