Financial Advisor

Cambrian Credit Union; Winnipeg; On-site; CAD 70,000 - 90,000; Full time

Job summary

A local financial institution in Winnipeg is seeking a Financial Advisor to manage and grow investment portfolios. The role involves creating tailored financial strategies, maintaining member relationships, and collaborating with branch teams. The ideal candidate has a mutual fund license, a business degree, and at least three years in financial sales. The position offers a hybrid work model with comprehensive benefits, focusing on member needs and community involvement.

Benefits

Hybrid work model with advanced technology

Extended health and dental benefits

Defined Contribution Pension Plan – 6% match

Paid sick and emergency leave

Qualifications

• Mutual fund license in good standing, with IFIC or Canadian Securities Course.
• Minimum of three years' experience in a financial retail sales environment.
• Strong understanding of financial planning theories and asset allocation.

Responsibilities

• Develop investment and retirement plans based on member interviews.
• Manage an investment portfolio, maintaining regular contact and aligning strategies.
• Build relationships with retail and digital branch staff to identify investment needs.

Skills

Mutual fund license

Financial planning theories

Salesforce knowledge

Critical thinking

Adaptability

Education

Post-secondary business degree or equivalent

CFP or PFP designation

Tools

Conquest Planning

Salesforce

Job description

Job Details

Description

Cambrian Credit Union, a locally based financial institution, is committed to serving our community guided by our five core values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

We are seeking a Financial Advisor to join our Wealth & Advisory Services team at our Selkirk Branch.

The Financial Advisor will manage and grow an assigned portfolio of Aviso Wealth investors, offering a full suite of NEI Investment solutions and delivering customized financial advice. The role involves creating tailored financial strategies to meet members' unique financial journeys, providing meaningful experiences through video and in-person meetings. Collaboration with retail branch teams will focus on external asset consolidation and ongoing service delivery.

Key Responsibilities:

1. Utilize a consultative approach and planning tools (e.g., Conquest Planning) to develop investment and retirement plans based on comprehensive member interviews.
2. Manage and grow an investment portfolio (household investments of $50,000-$350,000), maintaining regular contact, aligning strategies with members' life stages and risk profiles, and facilitating asset consolidation within Cambrian’s wealth management products. Develop external referral sources through networking and marketing, including Salesforce.
3. Focus on business development by building relationships with retail and digital branch staff to identify members' investment needs, refer portfolios exceeding thresholds to Senior Financial Advisors, and promote digital wealth solutions like Qtrade Guided Portfolio and Qtrade Direct Investing.
4. Maintain strong product knowledge of NEI asset solutions.
5. Stay informed on economic, market, legislative, and product platform changes. Provide expertise tailored to each client’s specific needs and circumstances.
6. Ensure delivery of excellent service to members at all contact points.
7. Support the Vice-President, Wealth & Advisory Services, with tasks as needed.

Qualifications:

• Mutual fund license in good standing, with IFIC or Canadian Securities Course; CFP or PFP designation or completion within 36 months.
• Post-secondary business degree, diploma, or equivalent experience.
• Minimum of three years’ experience in a financial retail sales environment.
• Strong understanding of financial planning theories, asset allocation, and financial products.
• Working knowledge of Salesforce is an asset.
• Critical thinking skills; ability to analyze and address issues logically.
• Adaptability to changing priorities.

Our Environment & Total Compensation:

We offer a collaborative work environment with professional development opportunities and a comprehensive benefits package, including:

• Hybrid work model with advanced technology.
• Extended health and dental benefits, with up to 80% employer-paid premiums.
• Defined Contribution Pension Plan – 6% match.
• Insurance benefits: Short Term Disability, Life Insurance, Long Term Disability, AD&D, EAP.
• Paid sick and emergency leave.
• Training, career development, onboarding programs.
• Staff banking benefits on loans, credit lines, mortgages, and credit cards.
• Annual performance reviews and merit increases.

Cambrian Values:

The Financial Advisor will exemplify Cambrian’s core values:

• Integrity & Honesty: Upholds integrity and honesty, avoiding conflicts of interest.
• Member Focused: Prioritizes member needs, seeks service improvements, and personalizes solutions.
• Community Involvement: Encourages participation in community initiatives.
• Competitive: Sets goals, strives for results, and measures success.
• Innovative Spirit: Embraces change and fosters innovation.