Wealth Specialist - St. Catharines and Fonthill
$73.22k per yearPenfinancial Credit Union
Company Description
Be a part of something different
We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities . We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.
At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, inclusivity, integrity, and respect . More than a poster on the wall, our values guide everything we do. They’re values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we’ve been up to.
We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it’s no surprise that our employee engagement scores are consistently so strong.
Our commitment to community
We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program. And, we also commit to investing a portion of our profits directly back into our local communities.
We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.
Job Description
Responsible for providing financial planning services and solutions to the credit union’s current and future membership in support of overall branch goals and credit union objectives. This includes, but is not limited to, estate planning, education savings planning, budgeting, retirement planning, financial planning and basic tax planning.
Differentiating Accountabilities:
- Prudently create diversified portfolios using Aviso within licensing limits. Provide investor education while managing investment risk. Enrich the lives of our membership, retain existing business and develop further business opportunities.
- Develop registered and non-registered portfolios for clients through sales of mutual funds based on recommendations which considers a client’s objectives (needs/goals), risk tolerance and time horizon.
- Complete financial plans (using Naviplan) for members by identifying member financial objectives, gathering, processing and analyzing relevant information, develop the financial plan, implement and ensure consistent follow-up.
- Implement action plans to ensure growth in the wealth management area through prospecting external member opportunities, referrals from branch staff, prospecting of our existing membership base and analysis of business being transferred out of the Credit Union.
- Develop a relationship with members and prospects through referrals (also by proactive outreach calls), community involvement and through the provision of educational seminars to members.
- Conduct continuous securities and market research and trend analysis, keep up-to-date with any relevant changes for the continuous development of the wealth management area and for the PenFinancial Credit Union’s overall operation.
- Travel from branch to branch to meet with current and future members is a requirement in this role.
- Support initiatives or responsibilities as needed to contribute to team success.
- Perform other assigned responsibilities.
Qualifications
- Mutual Fund Dealing Representative (under CIRO) – formally known as MFDA is required
- Actively working towards the PFP or CFP designation
Additional Information
Target Salary: $73,223
Salary will be determined based on skills, experience, education and other qualifications relevant to this position
To learn more visit
While we welcome all applications, only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
$25 - $30 per hour
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