Associate Investment Advisor

YNCU; Sault Ste. Marie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A community-focused credit union in Sault Ste. Marie is seeking an Associate Investment Advisor. This full-time role involves client outreach, developing investment strategies, and supporting the Principal Advisor. Ideal candidates have strong analytical and communication skills, with a preference for those holding a CFP designation.

Benefits

Competitive Compensation

7% matching pension

100% paid benefits

Wellness Initiatives

Learning and Development Opportunities

Paid Volunteer opportunities

Employee Resource Groups

Free bank account

Qualifications

• 3+ years of industry experience required.
• IR-licensed or RR-licensed preferred.

Responsibilities

• Design detailed financial strategies for clients.
• Collaborate with colleagues to support financial partnerships.
• Build and grow a portfolio of clients.

Skills

Analytical Skills

Communication

Interpersonal Skills

Education

CFP designation

Job description

Posting #: 25-49

Location: Sault Ste. Marie

Job Type: Regular, Full Time

Reports to: Senior Investment Advisor and Certified Financial Planner

YNCU is a large community cooperative credit union, invested in its local communities and partnerships which creates a unique philosophy and intention toward financial service and Wealth Management.

We are currently recruiting for a permanent, full time Associate Investment Advisor to join our successful, innovative and growing Private Wealth Practice.

The Role

The Associate Investment Advisor will assist with growing the practice through strong personal client outreach, creating and fostering strong collaborative relationships with internal and external partners, excellent utilization of CRM tools, and strong collaboration with the Principal Advisor to develop and implement investment strategies.

The Associate Advisor will support the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.

This position requires a high level of professionalism, strong business acumen, attention to detail, and the ability to work independently. A background in Wealth Management is preferred.

The Associate Investment Advisor will grow within the position and have strong ambitions to expand their career within the practice while building a credible foundation within the team and our clients.

Duties and Responsibilities:

• Design and provided detailed financial strategies for clients including but not limited to retirement, education, asset allocation, and risk management.
• Collaborate with colleagues to create a diverse and supportive financial partnership with individuals and families where financial well-being is a priority.
• Build and grow a portfolio of clients by passionately pursuing and establishing relationships with internal and external stakeholders, including COI’s.
• Generate reports and administer ongoing reporting for the Principal Advisor.
• Committed to supporting the Principal Advisor.

What we are looking for:

• IR-licensed or RR-licensed
• 3+ years of industry experience.
• Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it.
• Strong analytical skills with the ability to research and analyze financial data.
• Excellent communication and interpersonal skills for building relationships with clients and partners.
• Strong working knowledge of investment management principles and strategies.

Why work at YNCU?

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.

• B Corp Certified

• Certified Ontario Living Wage Employer

• Canada's Healthy Workplace Month Great Employer Award (2024)

• Competitive Compensation, Incentive Programs and Benefits

• 37.5-hour work week

• 7% matching pension

• Benefits are 100% paid for by YNCU

• Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness

• Learning and Development Opportunities

• Paid Volunteer opportunities

• Fun and meaningful Employee Resource Groups

• Free bank account and discounted rates for Employees

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [e-mail]