Deliver holistic wealth management from Stoney Creek with investment planning and relationship-building expertise. Serve FirstOntario members across Hamilton and Halton branches.
As an Investment Advisor, you will grow, manage, and maintain a portfolio of current and prospective member relationships. Your work will include financial planning, retirement income planning, investment counseling, risk analysis, and investment asset management. You will support members, including high-net-worth individuals, through tailored advice and solutions.
Key Responsibilities:
- Attract, retain, and grow a portfolio of members
- Deliver holistic investment and wealth management advice
- Lead member meetings, presentations, and annual reviews
- Build referrals through community and professional relationships
- Maintain portfolio records using Dataphile, Conquest, and Maximizer
Requirements:
- Post-secondary education in business, economics, finance, or equivalent experience
- Valid Registered Representative license with a CIRO-member investment dealer
- Minimum two years of experience as a licensed advisor
- CFP, CIM, CFA, or willingness to pursue a designation
- Knowledge of investment planning, mutual funds, and financial products
Apply investment planning, relationship management, and financial expertise while growing FirstOntario member wealth across the region.
Investment Advisor Wealth Management in Hamilton employer: Firstontario Credit Union Limited
FirstOntario Credit Union offers an exceptional work environment for the Vice President of Wealth Management, combining a hybrid work model with a strong focus on community engagement and professional development. Employees benefit from a culture that prioritizes innovation, mentorship, and strategic growth, ensuring that team members are not only leaders in their field but also active contributors to the community. With a commitment to enhancing service delivery and fostering a collaborative atmosphere, FirstOntario stands out as a rewarding employer for those seeking meaningful impact in wealth management.
Contact Details:
Firstontario Credit Union Limited Recruitment Team
