Elevate your career with Mainstreet Credit Union as a Senior Wealth Advisor in Sarnia. Provide holistic financial planning and personalized solutions to serve our members effectively.
This full-time role is ideal for an experienced professional skilled in financial planning and investment services. You will work closely with members, identify their needs, and develop tailored recommendations. Your role involves engaging with community members while collaborating with our internal teams to enhance wealth management services and customer relationships.
Key Responsibilities:
- Analyze member needs and develop tailored financial recommendations
- Provide financial planning advice for corporate and individual members
- Identify opportunities for cross-referrals within Mainstreet services
- Enhance knowledge of wealth management for team partners
- Maintain a high profile in the community through outreach
Requirements:
- CIRO INV Division licensed or licensable
- Minimum 5 years in financial planning or investment sales
- Proficiency with financial planning tools
- Strong relationship management and sales skills
- Effective communication and community engagement abilities
Leverage your expertise in financial planning and join Mainstreet to impact member lives positively.
Senior Wealth Advisor at Mainstreet Credit Union in Sarnia employer: Mainstreet-Credit-Union-2
Mainstreet Credit Union is an exceptional employer located in Sarnia, dedicated to fostering a supportive and inclusive work environment. With a commitment to employee growth through training and advancement opportunities, as well as a strong emphasis on work-life balance and generous benefits, we empower our team to deliver personalized service that truly makes a difference in our members' lives. Join us and be part of a values-driven cooperative that prioritizes community connection and excellence in service.
