FirstOntario Credit Union is seeking an Investment Advisor to nurture current and prospective member relationships, focusing on growing and managing a wealth book. You will deliver comprehensive wealth management services, including planning and investment counseling, for a diverse client base, including high-net-worth individuals.
You will build relationships, collaborate with professionals, prepare client presentations, and lead meetings to meet member goals.
#J-18808-Ljbffr
Wealth Advisor: Holistic Planning & Growth 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.
