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
At Mainstreet Credit Union, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. Located in Ontario, we offer a hybrid work model that promotes work-life balance while providing ample opportunities for professional growth in the commercial and agricultural lending sectors. Join us to be part of a supportive team dedicated to making a meaningful impact in our community.
