Senior Wealth Advisor: Holistic Planning & Investments

Sunrise Credit Union; Brandon; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

Sunrise Credit Union seeks a Wealth Advisor to deliver comprehensive financial planning and insurance-inclusive investment advisory services to members. Reporting to the Director, Sunrise Wealth Management, the role builds long-term relationships with members by delivering objective, personalized financial guidance aligned with their goals and life stages.

The Wealth Advisor supports complex planning needs, manages higher-value portfolios, and implements advanced wealth strategies while ensuring

Responsibilities

• Provide personalized financial planning and wealth management solutions tailored to member goals.
• Conduct financial assessments to understand short- and long-term objectives.
• Develop and review customized financial plans addressing investments, insurance, retirement, education, estate planning and preservation.
• Provide guidance on asset allocation, risk management, and diversification strategies.
• Ensure all advice complies with regulatory requirements and internal policies.
• Build strong, trust-based relationships with members through communication and support.
• Support members with complex wealth and planning needs as a senior advisor.
• Identify opportunities to deepen relationships by offering relevant financial solutions or referrals.
• Collaborate with branches and Financial Advisors to ensure smooth transitions as members' needs evolve.
• Champion cooperative values through member-focused advice and service.
• Analyze portfolios for diversification, performance, and alignment with goals and risk tolerance.
• Execute trades and investment transactions per regulatory and client mandates.
• Monitor portfolio performance and provide periodic updates to members.
• Maintain documentation and client records meeting compliance standards.
• Stay up-to-date on financial markets, products, and investment trends.
• Deliver advanced financial education related to wealth accumulation, retirement readiness, and legacy planning.
• Participate in seminars and events promoting financial literacy.

Skills

Wealth management

Financial planning

Client relationship

Regulatory compliance

Portfolio analysis

Job description

Sunrise Credit Union seeks a Wealth Advisor to deliver comprehensive financial planning and insurance-inclusive investment advisory services to members. Reporting to the Director, Sunrise Wealth Management, the role builds long-term relationships with members by delivering objective, personalized financial guidance aligned with their goals and life stages.

The Wealth Advisor supports complex planning needs, manages higher-value portfolios, and implements advanced wealth strategies while ensuring