Wealth Advisor ACU Wealth Management

Contribute to financial wellness as a Wealth Advisor with Assiniboine Credit Union. This position emphasizes relationship-building and comprehensive financial planning across our member base.

Based at the St. Vital Branch, you'll provide expert investment advice while ensuring a high standard of service.

Your role will include creating tailored financial paths for members, actively cross-selling ACU's offerings, and fulfilling compliance requirements. Collaborate with internal teams to enhance member satisfaction and drive growth for ACU.

Key Responsibilities:

• Deliver personalized financial advice and strategies

• Manage a robust portfolio of member relationships

• Ensure adherence to regulatory and compliance standards

• Educate staff on wealth management services

• Conduct annual reviews of member financial plans

Requirements:

• 2-3 years’ experience in the finance industry

• Completion of Canadian Investment Funds or Securities Course

• Required PFP/CFP/QAFP designation or future commitment

• Excellent communication and relationship-building skills

• Knowledge of Credit Union policies beneficial

Join ACU in promoting social responsibility while guiding members in achieving their financial goals.