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Salary: CAD 77,080 - 128,466.67 / annual
Mainstreet Credit Union, a dynamic and growing credit union with 10 locations across Southwestern Ontario, is seeking an experienced Senior Wealth Advisor | Financial Planner to join their team in Sarnia, serving the Lambton County region.
In this role, you will provide holistic financial planning advice and solutions to existing, new, and self-sourced members. You will analyze member needs, develop recommendations using financial planning tools, and help members achieve their financial goals. Your responsibilities include preparing written financial plans, identifying cross-sell opportunities across retail banking and commercial lending divisions, and actively building Mainstreet's profile in the community as a preferred wealth management provider.
Key responsibilities include:
- Analyzing member needs and developing financial planning recommendations
- Providing comprehensive financial planning advice to corporate and individual members
- Engaging in member conversations to uncover additional product and service opportunities
- Enhancing wealth management knowledge across the Mainstreet advice team
- Driving business development through community engagement, outside calls, in-branch promotions, and seminars
- Maintaining high visibility of Mainstreet Credit Union within the community
- Hosting financial planning seminars and creating content for blogs and vlogs
- Acting as a resource for other Wealth Management Advisors
- Ensuring compliance with policies and ethical guidelines
- Regular travel between assigned branches and offsite member meetings
Mainstreet offers a values-based cooperative environment with work-life balance, flexible work arrangements, generous vacation and benefit packages, and opportunities for training and advancement. The company is a Living Wage employer committed to diversity, equity, and inclusion.
QUALIFICATIONS AND REQUIREMENTS:
- CIRO INV Division licensed or licensable within 30 days of employment
- Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®) designation (required)
- Minimum 5 years' experience in financial planning/investment sales with ability to prepare written financial plans in accordance with FP Canada standard financial planning process
- Superior knowledge of the investment industry and products
- Comfortable with industry standard financial planning tools and software
- Post-secondary diploma/degree, ideally in Commerce or Business Administration (asset)
- Proven relationship management and sales effectiveness skills
- Proven networking, relationship building, client acquisition, and asset gathering abilities
- Superior sales abilities including active listening, identifying business opportunities, influencing, negotiating, and closing
- Outstanding communication and presentation skills
- Ability to work with minimal supervision
- Commitment to continuous education (CE credits)
- Proven organizational and time management abilities
- Experience with public speaking and comfort with community engagement activities
