Wealth Advisor: Strategic Planning & Growth

Assiniboine Credit Union Ltd; Winnipeg; On-site; CAD 75,000 - 115,000; Full time

Benefits offered by this job

Bonuses

Matched pension

Health and dental benefits

Job summary

Assiniboine Credit Union Ltd at ACU Wealth Management is seeking a Wealth Advisor to provide financial advice, build member relationships, and manage a portfolio with a focus on cross-selling Aviso mutual funds. You will develop annual business plans and deliver tailored wealth strategies.

The role emphasizes comprehensive wealth planning, tax and retirement considerations, and collaboration with Aviso and other specialists to satisfy member goals, while adhering to regulatory standards.

Qualifications

• Post-secondary education in business or related field and 2–3 years in financial services.
• IFIC or CSC completion required for this role.
• PFP/CFP/QAFP designation required or willingness to obtain within 1 year of hire.

Responsibilities

• Provide wealth planning, investment advice, and portfolio management for members.
• Deliver direct advice on mutual funds and ongoing servicing of a book.
• Educate other areas of the organization on wealth management and referrals to Wealth services.

Skills

Strategic thinking

Interpersonal skills

Multi-tasking

Self-starter

Financial institution experience

MS Office proficiency

French language asset

Education

Post-secondary business education

IFIC/CSC course completion

PFP/CFP/QAFP designation or pursuing

Tools

Microsoft Office Suite

Job description

Assiniboine Credit Union Ltd at ACU Wealth Management is seeking a Wealth Advisor to provide financial advice, build member relationships, and manage a portfolio with a focus on cross-selling Aviso mutual funds. You will develop annual business plans and deliver tailored wealth strategies.

The role emphasizes comprehensive wealth planning, tax and retirement considerations, and collaboration with Aviso and other specialists to satisfy member goals, while adhering to regulatory standards.