Wealth Management/Investment Services

Wealth Management Advisor (Full-time; Sarnia region)

Wealth Management Advisor

Location: Mainstreet Credit Union

Reports To: Director of Wealth Experience

Job Grade: 7, competitive salary and benefits

About the Role:

As a Wealth Management Advisor at Mainstreet Credit Union, you will have the pivotal role of delivering expert financial planning and advice, primarily focusing on mutual fund investment solutions. Your efforts will directly align with our strategic vision and mission, enhancing the financial wellbeing of our members.

Key Responsibilities:

Member Financial Analysis: Conduct in-depth analyses to understand member needs and deliver tailored financial planning advice to help achieve their financial goals.

Engagement and Referral Development: Engage proactively with members to uncover further service opportunities, refer to appropriate departments, and foster both new and existing relationships.

Collaborative Growth: Work alongside retail and commercial advisory teams to achieve growth targets and contribute to our credit union’s strategic goals.

Community Involvement: Drive business development through community engagement, seminar leadership, and content creation, raising Mainstreet’s profile as a preferred financial institution.

Ethical Standards: Uphold the highest standards of integrity and compliance with all policies and procedures.

Skills & Qualifications:

Certifications:

Must be a Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®). MFDA licensure or eligibility is required.

Education:

A diploma/degree in Commerce, Business Administration, or a related field is highly advantageous.

Experience and Skills:

Proven expertise in relationship management and sales with a deep understanding of the investment industry.

Exceptional interpersonal, communication, and presentation skills.

Strong analytical capabilities and a results-driven approach.

Ability to work independently with minimal supervision and a commitment to continuous professional development.

Why Join Us?*

At Mainstreet Credit Union, you’re not just an employee; you’re part of a community that values integrity, collaboration, and member-first service. Here, every role contributes to a shared mission: enhancing our members’ financial well-being and strengthening our community bonds.

We offer a unique workplace environment where your work is impactful and acknowledged. You’ll enjoy the stability of a financial institution with the heart of a non-profit, committed to ethical practices and personalized member service. Join us for competitive benefits, opportunities for growth, and the chance to make a real difference. At Mainstreet, we’re more than a team—we’re a family, and we’re looking for individuals who are ready to grow, inspire, and lead. Ready to be a part of something bigger? Join us, where your career is community-centered and your growth is our priority.

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.

Member Service Officer Financial Wellness MFDA PFP

Position Overview:

The individual in this position is passionate about connecting with people, building trust and providing a level of expertise that is unmatched in the industry. Internally the MSOW2 works in close collaboration with the retail branch network and commercial division to establish trusted internal relationships and raise the awareness and knowledge level of YCU’s employees with respect to wealth management products, services, and strategies — leading to a steady stream of customer referrals. Externally, the MSOW2 will have an active community presence, helping build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise — leading to new wealth management customers and banking relationships.

Job Specifications:

MFDA license required.
Personal Financial Planner (PFP designation;) required. Incumbent will be a licensed PFP.
Minimum 3 years’ experience in financial planning/investment sales with the ability to prepare written financial plans in accordance with the six-step financial planning process;
Superior knowledge of the investment industry and products;
Comfortable with industry standard financial planning tools/software;
Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
Must be able to work well with a minimum of supervision and able to organize and effectively manage priorities and deadlines.
Able to understand and utilize procedures/work tools that are necessary for general security and risk management for YCU.

Duties & Responsibilities:

Sales & Service

Analytical skills that take into account the big picture of our members’ whole wealth portfolio, when to refer, when to amalgamate the portfolio.

Business development activities through outbound calls, networking and other sales opportunities.
Build Member Relationships and is Member Focused. Creates and establishes trust by building relationships and actively discovers the right investment solutions for Members.
Decision Quality – Understands the Member’s best interest is first; understands that this may not always be the same as what the members ask for; demonstrates decisions which are based on creating the best possible outcome for the member; makes decisions based on a mixture of analysis, wisdom, experience, and judgment.
Creates well founded and rounded financial wellness plans for existing, and new, members
Ensures KYCs are conducted in accordance with regulations and thus ensuring that members receive outstanding care. This could include moving from named products to nominee shelf items and amalgamating portfolios.
Analyzes, and learns from redemptions that occur to reduce future losses and improve net sales.
Exceeds standards for member loyalty, observations, development plan action items, and one on one coaching sessions.
Builds rapport, ask questions to uncover needs, research details available, to help recommend solutions, educate our members about our convenient service options and make appropriate recommendations.
Converts all points of contact into relationship banking. Uses CRM to prompt member milestones, new baby, new car, university education etc
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective and innovative solutions; is resilient and will own the solution and the problem; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
Cooperation and Teamwork – Relates well to all kinds of people; builds appropriate rapport; works harmoniously with others; uses and understands diplomacy and tact; encourages collaboration; seeks opinions; is candid with peers; values working relationships.

Skills Knowledge and Attribute Requirements:

Proven networking, relationship building, client acquisition and asset gathering abilities;
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business);
Outstanding communication and presentation skills;
Commitment to continuous education (CE credits).
Proven organizational and time management abilities
Experience with public speaking and comfortable with community engagement activities.

Other duties as assigned from time to time by manager or their designate.

Digital Wealth Specialist

Permanent Full-Time

Closes April 26th

Anywhere in Saskatchewan

Annual Salary: $64,000 – $76,000

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

Innovation Wealth has a bold ambition. We will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose? Glad you asked!

Reporting to the Manager of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer Advisors as well as integrate our digital robo advisor platforms. Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help them
A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
A solution mindset that feeds inertia
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
Organized and detail oriented
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning,
IFIC or Canadian Securities Course
The ability to relate well to members and coworkers
A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Innovation Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Senior Investment Advisor

Purpose of Position

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals that are dedicated to doing what is right for our credit union and our members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Senior Investment Advisor is a member of the Wealth Advisory Team. The primary responsibilities include direct management and growth of a complex investment portfolio and providing insight as the wealth subject matter expert to our employees.

This role works out of multiple locations Beaumont and Edmonton, based on member needs.

Ownership & Accountabilities

Work in partnership with the branch leadership team and commercial services to drive awareness of ABCU’s Wealth Services offer.
Hold yourself accountable to ensure that your advice is unbiased and based on each individual member’s financial goals.
Hold yourself accountable to achieve your individual goals, support and reward and recognize performance when required.
Engage branch employees and local centers of influence for referrals.
Be aware of potential referral opportunities for credit and insurance.

Be the Expert:

Be aware of all the roles of the organization.
Be current and have superior knowledge of wealth products offered.
Seek ways to increase performance by reducing inefficient processes.
Partner effectively with Aviso Wealth.

Understand What Success Means:

Measure your own success through achievements in net portfolio growth, member growth, and member satisfaction.
Take an active role in ensuring that risk is mitigated by ensuring policies and procedures are adhered to be compliant.
Focus on what you can do to ensure success is achieved at the corporate level, your level, and the member level.
Work collaboratively to accomplish common goals.
As a key member of the ABCU team, you are expected to be a role model and, while responsible for a portfolio, you may be called upon to participate and or lead strategic projects.

Problem Solving:

Be a champion at identifying and solving problems within your area of scope.
Do not pass the problem off even if it is not within your scope, understand it, document it, and either solve it or make recommendations to your one up for resolution.
Seek out ways to drive process improvements to increase efficiency.
Be time sensitive to solving member complaints or problems.

Experience Required:

Minimum of 8 years’ experience in the wealth industry including securities, compliance, life insurance and financial planning.
University Degree in Commerce, Business of Economics preferable or similar experience.
IIROC (Investment Industry Regulatory Organization of Canada) license requirement.
A combination of post-secondary education and work experience will be considered.

Internal/External Contacts:

Incumbent will have contact with all employees and members of ABCU, Alberta Central, related businesses, and the public.
Incumbent will have contact with other credit unions, banks, trust companies, Aviso Wealth Management, other industry related businesses and government and regulatory bodies and referral sources.

Interested applicants should send their resume and cover letter to:

general@abcu.ca

We thank all applicants for their interest, however only those candidates selected for an interview will be contacted.

Retirement and Pension Associate (RP-Associate)

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of the oldest and largest defined contribution pension plans in Canada. With approx. $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 55,000 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees (receiving variable benefit payments and/or a monthly pension).

Summary:

We have had an internal promotion and are now seeking to fill the position of Retirement and Pension Associate! Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

Providing senior administrative leadership and support for our pension and retirement planning professionals,
Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

The successful candidate will have obtained a Pension Plan Administration Certificate, or is able to complete it within their first year.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Provide and Support the Delivery of Pension and Retirement Information

Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

Other responsibilities

Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
Assist with projects (e.g., information technology, member experience, member education and member engagement).
Develops and maintains knowledge and application of CSS policies and procedures.
Develops and maintains knowledge and application of the CSS’ vision, mission and values.
Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skilks and Abilities

Passion for providing excellent member service
Excellent member service and communication skills, including communicating complex information straightforwardly.
Superior organization, administrative, and problem-solving skills.
Superior knowledge of pension, retirement, and other relevant products and industries.
Superior computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate and analyze reports and information.
Must be flexible and manage high work volumes and conflicting priorities to meet deadlines.
Self-directed, but recognizes the importance of relationship-building within the team and across the organization.

Qualifications

Must have five years or more experience with financial transactions or pension or benefit administration, with a focus on customer service and quality data analysis.
Must have a university degree in human resources, business administration or commerce.
Must have superior defined contribution and defined benefit pension knowledge, typically obtained through experience and achieving industry designations.
If not already completed, must complete PPAC within one year of the date of hire.
Experience with supporting financial advisors an asset.

A combination of equivalent education, training and experience may be considered. On the path to earning the Certified Financial Planner® designation is an asset.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan

Attn: Director, Member Experience

Email: hr@csspen.com

Competition closes: July 15, 2023

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, a competitive salary, a pension (CSS Pension Plan), and benefits package.

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see website for more information). Background checks will be completed on successful candidates.

We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.

Manager of Member Experience

The Person: You are a wise conductor, leading a harmonious symphony. Your musical score serves up the rhythms and harmonies that charm our members and deliver an exceptional experience. You inspire and uplift the orchestra, with a profound understanding of each individual’s talents and potential. You guide and support the brass, percussion, strings and woodwinds, helping each get the most out of their instruments and balance the entire performance in a way that celebrates the players and delights the audience with an unforgettable melody.

The Position: The focus of this job is providing exceptional member experiences, developing relationships with members, achieving results with and through people; all aligned with the larger picture of the organization and its strategic goals. Self-assurance, and the confidence to purposely drive toward results while constantly problem-solving and engaging the commitment of others are essential. A leadership style that is firm and goal oriented, and yet motivates, trains, and engages others in an enthusiastic way is important. The emphasis on building rapport and relationships with internal and external members requires an outgoing, poised and persuasive communication style. The ability to learn quickly and thoroughly while continually recognizing and adapting to changing conditions is critical. A full commitment to the success of the credit union and elevated standards of member experience are expected in this position. The job environment is constantly evolving and provides growth opportunity, recognition and reward for the achievement of credit union and member success.

Reporting to the Chief Executive Officer (CEO), the Manager of Member Experience:

Provides leadership ensuring an exceptional member experience focused on building member relationships through successful, proactive member service and product delivery. Guides and supports the member experience and financial services teams by setting standards and expectations and holding team members accountable.
Collaborates with executive leadership to develop corporate strategies and policies; identifies and meets short and long-term objectives.
Initiates plans and actions to grow the business both from a membership perspective as well as seeking new business opportunities to strengthen the credit union market presence.
Provides overall management and direction of member experience policies, procedures, and objectives.

Promotes Unity Credit Union and maintains active involvement in the organization and community.

Compensation and Qualifications: The Manager of Member Experience is an on-site, full-time permanent position. Experience in front line financial service operations is strongly preferred. A clear passion for member service and proven leadership skills are essential to success in this role. Relevant education and financial work experience are required, with a preference for a credit union background. Unity Credit Union offers a competitive total compensation package. Salary will depend on qualifications and experience. Benefits include a matched pension plan; group benefits (health, dental, life, disability and critical illness insurance), and paid community involvement.

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $350 million and 34 employees serving 5000 members. Our vision is, “Partnering to Achieve Success and Build a Better Community” and that is how we work and serve every day.

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan. Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, and a new swimming pool. Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant. For more information on the town of Unity, visit www.townofunity.com.

If you have a passion for partnering to achieve success and are ready to advance your credit union career, we would like to hear from you!

Competition closes at 11pm on Sunday June 25, 2023.

Interested applicants should submit a cover letter and resume by email or in person to:

Shauna Hammer, Human Resources Advisor
Phone: (306) 228-4515 ext. 222
Email: shauna.hammer@unitycu.ca

We thank all applicants for their interest; however only those selected for the further consideration will be contacted. The successful applicant must satisfactorily complete a bond application process including work history, criminal record check and credit check.

Digital Wealth Specialist

Permanent Full-Time

Closes June 5, 2023

Annual Salary: $64,000 to $76,000

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

Innovation Credit Union has a bold ambition. In addition to being Canada’s next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose? Glad you asked!

This position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer Advisors as well as integrate our digital robo advisor platforms. Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help them
A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
A solution mindset that feeds inertia
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
Organized and detail oriented
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course
The ability to relate well to members and coworkers
A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Manager, Client Experience – Private Wealth Group

Manager, Client Experience – Private Wealth Group

Coastal Community Credit Union – Private Wealth Group

Nanaimo and surrounding Vancouver Island Communities – Hybrid

Position Type: Permanent Full Time

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are seeking a Manager, Client Experience – Private Wealth Group to oversee the administrative support function of our Private Wealth Group Department and provide regional leadership to the team of Client Relations Assistants. If you are a dynamic individual who has a passion for client experience and coaching, but also has a knack for detailed work, we want to hear from you!

What’s the role?

As Manager, Client Experience – Private Wealth Group you are responsible to provide leadership, direction, and coaching to Client Relations Assistant Team and oversee the administrative support function for the Private Wealth Group department. This position also leads and oversees the monitoring of auditing and compliance of licensing requirements of the greater PWG advisory team while providing guidance, mentorship and support in the processing of complex client files. The Manager, Client Experience – Private Wealth Group is responsible to manage and direct the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. This role also plays a pivotal role in the oversight, coordination and support of PWG marketing and sponsored community events. As a key member of the Private Wealth Group Management team, you will have a responsibility to the goals of the department through effective expense processing and administration.

This role is based in Central Vancouver Island with travel required to all Coastal Community locations and offers flexibility for a hybrid remote/office work environment.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Hold an IIROC license as a Registered Representative in the Province of BC.
Hold a Life, Disability and Health Insurance license in the Province of BC required within 12 months of commencement of the position
Minimum (8) years progressive financial industry experience considered an asset

Ideally, you are a flexible, collaborative team player with:

Proven knowledge of wealth management policies, procedures, practices and general branch operations.
A comprehensive understanding of the investment platform.
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Previous experience leading a team considered an asset

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Investment Advisor – South Okanagan

Join our Team!

We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Advisor to join the Wealth Management Team in the South Okanagan of British Columbia.

The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

The Investment Advisor supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve client’s financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships, pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability and the ability to meet and exceed goals and objectives you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives, develop external leads, and build referral relationships within the community. You will work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner and assist in the education of branch staff regarding Credit Union services and products to pro-actively grow the business. You will also perform other duties as assigned.

What we are looking for….

Education

High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent
Possess or be willing to work towards the CFP (Certified Financial Planner designation) or PFP designation
Canadian Securities course and Conduct & Practices Handbook
Must be IIROC licensed

Experience/Knowledge

4-6 years of job related experience in a financial sales & services environment
Good knowledge of current domestic and international investment marketplace
Good comprehension of all insurance products
Knowledge of RRSPs, RRIFs, RESPs, mutual funds, and self-directed plan administration

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

MoneyWorks Wealth Advisor

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

For more than a decade, three like minded Credit Unions have been partners in providing wealth management services to their members. We are 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.

CAREER OPPORTUNITY

Wealth Advisor

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 NDCU MoneyWorks in the communities it serves which include the beautiful areas of Nelson, Rossland and Crawford Bay. 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, Hybrid arrangements will be considered, and travel within the local area is required.

Qualifications 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 three 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 working towards completion of the Certified Financial Planner (CFP) designation or equivalent. Preference will be given to those candidates that hold a post-secondary designation.

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.