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
FirstOntario is an exceptional employer that prioritizes employee growth and community engagement, making it a rewarding place to work as the Vice President of Wealth Management. With a strong focus on mentorship and team development, employees are encouraged to excel in their careers while contributing to meaningful outreach initiatives in Stoney Creek. The hybrid work model and commitment to compliance ensure a balanced and dynamic work environment, fostering both personal and professional success.
