Unity Credit Union in Saskatchewan is seeking an experienced Investment Advisor to grow and manage wealth management activities in partnership with Aviso Wealth. You will advise on registered and non-registered accounts, mutual funds, and fixed income products.
Reporting to the Manager of Member Experience, you will build client relationships, conduct portfolio reviews, ensure CIRO compliance, and expand the practice through networking and community involvement.
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CIRO-Registered Investment Advisor β Grow Wealth & Impact in Unity employer: Credit Union Careers
Radius Credit Union is an exceptional employer that prioritizes employee growth and community engagement, offering a flexible work environment across various locations in Saskatchewan. With competitive compensation, comprehensive benefits, and a strong commitment to work-life balance, employees are empowered to thrive both personally and professionally. As a member of the Executive Management Team, the Chief Financial & Risk Officer will play a pivotal role in shaping the future of a community-focused financial institution, fostering a culture of collaboration and accountability.