Enhance members' financial well-being as a Wealth Management Advisor at Cambrian Credit Union. Drive investment strategy and deliver customized solutions through in-person and virtual sessions.
As a key member of the Wealth & Advisory Services team, you will oversee a portfolio of Aviso Wealth investors, providing comprehensive financial advice tailored to individual client needs. Your role will emphasize business development, working proactively with the retail branch teams to diversify and consolidate member assets, ensuring a personalized approach throughout the member's financial journey.
Key Responsibilities:
• Develop financial plans using consultative planning tools
• Grow investment portfolios by implementing strategic recommendations
• Foster relationships within Cambrian's retail and digital branches
• Keep abreast of economic developments and market conditions
• Ensure service excellence in member interactions
Requirements:
• Mutual fund license; C...