Wealth Advisor - Partner - GIM

Aviso; Nelson; On-site; CAD 74,000 - 80,000; Full time

Benefits offered by this job

Extended benefits

Pension program

Health and wellness programs

Vacation entitlement

Job summary

Growth Investment Management Ltd. seeks a knowledgeable Wealth Advisor to deliver personalized financial guidance and strategic planning for clients in the Nelson/Rossland area.

You will manage investments and insurance planning while coordinating with partner credit unions to meet member needs. The role requires a minimum of 5 years in holistic financial advisory work, CFP designation, and BC securities and life insurance licensing.

Qualifications

• Minimum 5 years of holistic financial advisory experience.
• CFP designation and licensure to sell securities and life insurance in BC.

Responsibilities

• Provide personalized financial guidance and planning for clients.
• Cross-sell wealth management products and coordinate with cross-functional teams.
• Prepare and follow-up on investment and insurance accounts and paperwork.
• Develop comprehensive financial plans including retirement and estate planning.
• Build long-term client relationships through regular review meetings.

Skills

Financial planning

Investment knowledge

Client service

Cross-selling

Communication

Education

CFP designation

BC life insurance license

Post-secondary education

Job description

Employment Opportunity

Position Name: Wealth Advisor

Location

West Kootenay Region – Nelson/Rossland BC

Annual Salary Range

$74,000.00 - $80,000.00

*Transition to variable pay model after two years of employment

Category

Permanent, Full time

About Growth Investment Management Ltd. (“GIM”)

Working in partnership, Steller Vista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.

The Opportunity

We are seeking a knowledgeable and client-focused Wealth Advisor to join our team. The Wealth Advisor position is a member of a dynamic team dedicated to cooperative values and client service. Reporting to the Senior Leader, Wealth, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of Nelson & District Growth Investment Management in the communities they serve. In this role, you will provide personalized financial guidance to clients, helping them achieve their financial goals through strategic planning and investment and insurance management. This position offers an opportunity to work in a dynamic environment where your expertise can make a meaningful impact on clients’ financial well-being.

Position Overview and Responsibilities

The Wealth Advisor successfully coordinates many of the aspects of the administration sales and service to deliver exceptional client experience. Primary responsibilities include but are not limited to:

• Meets existing and prospective client needs by actively listening, promoting, and cross selling all wealth management products and providing referrals to cross functional business lines in the credit union
• Following up on all paperwork pertaining to opening and ongoing maintenance of client investment and insurance accounts
• Handling all aspects of incoming/outgoing client service-related issues including booking appointments, general and transactional inquiries and proactive client outreach
• Independently completes progressively complex documentation such as estate and/or trust documentation, coordinating with key stakeholders as required
• Develop comprehensive financial plans tailored to individual client needs, including investment strategies, retirement planning, and estate planning
• Pursues business development opportunities by identifying, developing, leading, and carrying out the team’s sales and marketing campaigns through phone, networking, direct mail, online, community and business-related endeavors
• Build and nurture long-term client relationships through regular communication and review meetings
• Collaborate with other financial professionals to deliver integrated wealth management solutions

Qualifications

Education and Experience

• Minimum 5 years of experience providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
• Holds a Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. (Consideration may be given to candidates in-process towards completing CFP designation.)
• Completion of post secondary designation preferred
• OR an equivalent combination of education and experience

Other Position Requirements

• Holds a valid driver's license and vehicle transportation
• Ability and willingness to travel regularly within the Kootenay region of B.C.
• Schedule flexibility to accommodate client needs

Job Reference Number

03-2026-GIM

Job Location –

Nelson/Rossland BC

Closing Date

open until filled

Applicant Notification

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check