Regional Wealth Advisor - Growth, Planning & Travel

Innovation Credit Union; Edmonton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Canada is seeking a Wealth Specialist to provide tailored investment and wealth management solutions to clients. This role is crucial for helping members achieve their financial goals through strong relationship-building and expert advice. The ideal candidate will have completed post-secondary education in Finance or Business Administration, along with 3-5 years of relevant experience. This position offers competitive benefits starting on Day 1, including a pension plan and health benefits.

Benefits

7% employer-matched pension plan

Extended health benefits

Employee and family assistance program

Staff loan rate

Qualifications

• 3-5 years job-related experience or equivalent.
• Mutual fund licensing is required.
• Industry certifications such as CFP or CIM are an asset.

Responsibilities

• Provide tailored financial planning and investment advice.
• Develop and maintain client relationships.
• Collaborate with internal teams for wealth solutions.
• Actively seek to grow the client base.
• Maintain knowledge of financial products and trends.

Skills

Financial planning

Client relationship management

Analytical skills

Sales skills

Communication skills

Digital literacy

Education

Post-secondary education in Finance or Business Administration

Tools

Microsoft 365 applications (Excel, Teams, Viva, etc.)

Job description

A leading financial institution in Canada is seeking a Wealth Specialist to provide tailored investment and wealth management solutions to clients. This role is crucial for helping members achieve their financial goals through strong relationship-building and expert advice. The ideal candidate will have completed post-secondary education in Finance or Business Administration, along with 3-5 years of relevant experience. This position offers competitive benefits starting on Day 1, including a pension plan and health benefits.