Associate Wealth Management Advisor

Newfoundland and Labrador Credit Union Ltd.; Corner Brook; On-site; CAD 60,000 - 90,000; Full time

Job summary

Newfoundland and Labrador Credit Union is seeking an Associate Wealth Management Advisor to service Corner Brook and Stephenville. You will provide objective financial guidance, develop investment plans and insurance solutions for members, and grow relationships with existing and new clients.

Ideal candidates hold a post-secondary degree or diploma, may have or be willing to obtain a Financial Planner designation, and must hold a valid Life License (LLQP) and CIRO License.

Qualifications

• For us, the right attitude is paramount and you have experience in financial services.
• You hold a post-secondary degree or diploma (or equivalent).
• You have completed or are willing to complete a Financial Planner designation and hold LLQP and CIRO licenses.
• Strong customer service and relationship-building skills are required.

Responsibilities

• Provide objective advice and develop investment plans and insurance solutions for members.
• Identify business opportunities and establish members’ financial objectives.
• Gather, process and analyze information to develop investment and insurance solutions.
• Consolidate members’ assets and liabilities with NLCU and partners.
• Build long-term, full-service relationships with existing members and attract new ones.
• Grow the portfolio and refer members to branches to expand total relationship across lending, deposits, and related products.

Skills

People skills

Self-starter

Willing to learn

Customer service

Interpersonal skills

Education

Post-Secondary Degree or Diploma

Financial Planner designation (completed or willing to complete)

Tools

LLQP Life License

CIRO License

Job description

Associate Wealth Management Advisor – Corner Brook/Stephenville

Newfoundland and Labrador Credit Union

Passionate about service? Driven to excel? Looking to grow your career with a locally owned and operated financial institution?

Come work with us.

We have an open position for a full time, permanent Associate Wealth Management Advisor servicing the West Coast (Corner Brook and Stephenville Branches).

Who we're looking for.

For us, the right attitude is paramount. We want someone who "gets us" - someone who appreciates our mission to go above and beyond to create an exceptional service experience every time. You are a "people" person who is invigorated by helping others. A positive self-starter, you enjoy learning new skills and feel empowered when given responsibilities. You have a natural ambition that drives you to exceed your goals.

As an Associate Wealth Management Advisor, you will provide objective advice and develop investment plans and insurance solutions for NLCU members. You will identify business opportunities, establish members’ financial objectives, and gather, process and analyze relevant information to develop members’ investment and insurance solutions. The Associate Wealth Management Advisor also gathers members’ assets and liabilities with the aim of consolidating them with NLCU and our partners.

Through establishing, developing and maintaining long term, full service relationships with existing members, as well as the solicitation of new individuals and businesses, you will grow your portfolio. With a positive member experience being top priority, you will provide specialized expertise in aspects of financial planning, including recognizing and referring members and potential members to branches to expand members’ total relationship with NLCU for lending, deposit, and other related products/services.

To be successful in this role you have experience in financial services. You hold a Post-Secondary Degree or Diploma (or equivalent), have completed or are willing to complete a Financial Planner designation and hold a valid Life License (LLQP) and CIRO License.

We would like to thank all interested candidates; however, only those selected for an interview will be contacted. Newfoundland and Labrador Credit Union is an equal opportunity employer.