Wealth Advisor: Retirement & Investment Guidance

Steinbach Credit Union; Winnipeg; On-site; CAD 85,000 - 135,000; Full time

Benefits offered by this job

Extended medical

Dental coverage

Vision benefits

Health spending account

Critical illness insurance

Life insurance

Employee Assistance

Professional development

Clothing allowance

Free parking

Job summary

Steinbach Credit Union in Winnipeg and Steinbach seeks a Wealth Advisor to manage and grow members' wealth portfolios through mutual funds-centered products (Aviso Wealth). You will deliver expert financial advice and build lasting member relationships.

The role emphasizes retirement and tax planning, needs-based assessments, and collaboration with colleagues to provide comprehensive financial solutions; salary is competitive and benefits include extended medical and pension.

Qualifications

• Mutual Fund License (IFIC) and QAFP designation are required.
• Post-secondary education minimum two years; undergrad preferred.
• CFP designation is an asset.
• Strong relationship management and sales skills.
• Knowledge of wealth management, tax planning, and investment strategies.

Responsibilities

• Manage an assigned book of business with investment guidance.
• Develop retirement strategies for members.
• Strengthen member relationships by needs-based product recommendations.
• Maintain knowledge of investment products and regulatory requirements.
• Grow wealth advisory business through outreach and community engagement.
• Provide tailored financial advice and portfolio construction.
• Deliver timely service while meeting sales and financial planning objectives.
• Build partnerships with internal and external stakeholders.

Skills

Relationship management

Sales skills

Financial planning

Regulatory knowledge

Client advisory

Education

Undergraduate degree

Financial planning designation (QAFP)

Mutual Fund License (IFIC)

Job description

Steinbach Credit Union in Winnipeg and Steinbach seeks a Wealth Advisor to manage and grow members' wealth portfolios through mutual funds-centered products (Aviso Wealth). You will deliver expert financial advice and build lasting member relationships.

The role emphasizes retirement and tax planning, needs-based assessments, and collaboration with colleagues to provide comprehensive financial solutions; salary is competitive and benefits include extended medical and pension.