MoneyWorks Wealth Advisor – Nelson or Cranbrook Area
MoneyWorks Wealth Advisor
An Exceptional Career & Vibrant Lifestyle. Have it all at EKC or NDCU MoneyWorks
For more than a decade, East Kootenay Community Credit Union, Grand Forks Credit Union and Nelson & District Credit Union have been partners in providing wealth management services to members. We are MoneyWorks, doing business as EKC MoneyWorks, GFCU MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.
If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of EKC MoneyWorks or NDCU MoneyWorks in the communities it serves. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.
The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines. Hybrid arrangements will be considered. Travel is required.
You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.
A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation or equivalent and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates who hold a post-secondary designation.
East Kootenay region, West Kootenay region, BC
How to Apply
To learn more about EKC MoneyWorks, please visit our website at www.ekccu.com. To learn more about NDCU MoneyWorks, please visit our website at www.nelsoncu.com. Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment. If you are intrigued by this opportunity, please send a current resume and cover letter in confidence to:
Human Resources at MoneyWorks:
We thank all candidates for their interest, however, only those selected for an interview will be contacted