Senior Financial Advisor at Cambrian Credit Union
Cambrian Credit Union
Elevate your career as a Senior Financial Advisor with Cambrian Credit Union in Wealth Management. Focus on client portfolios, delivering expert financial guidance both remotely and on-site. This senior role will have you managing high-value member portfolios while crafting personalized financial strategies. As part of Cambrian's Wealth Management Team, you will engage clients using tools like Conquest Planning and enhance relationships to drive business growth. Your strong sales skills will be pivotal in developing initiatives and ensuring service excellence. Key Responsibilities:
• Develop financial plans aligned with member aspirations
• Cultivate partnerships with retail and commercial managers
• Monitor economic changes affecting client portfolios
• Lead excellence in service delivery across client interactions
• Support the Vice-President, Wealth & Advisory Services Requirements:
• Advanced degree in business or equivalent
• Minimum five years in Investment Advisory
• Knowledge of investment products for Canadian investors
• License in good standing, or ability to obtain
• Demonstrated creativity and adaptability Support clients' financial dreams as a Senior Financial Advisor at Cambrian Credit Union.
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Vacancy posted 4 hours ago
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