Wealth Services Advisor

StellerVista Credit Union; Cranbrook; On-site; CAD 74,000 - 80,000; Full time

Job summary

A regional financial institution in Cranbrook, B.C. is seeking a Wealth Advisor for the East Kootenay Region. This full-time position involves providing comprehensive financial advice and developing client relationships. The ideal candidate will have at least five years of relevant experience and a CFP designation. Competitive compensation and benefits are offered.

Benefits

Competitive compensation package

Participation in benefits and pension programs

Qualifications

• A minimum of five years of experience in providing holistic financial advice to clients.
• Hold or be about to complete the CFP designation and be licensed to sell securities and life insurance.
• Strong relationship-building skills and an adaptable approach.

Responsibilities

• Provide holistic financial advice to clients.
• Strengthen client relationships and grow the wealth team.
• Travel is required for client meetings.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Organizational skills

Investment Experience

Banking

Securities Law

Financial Planning

Wills

Education

Certified Financial Planner (CFP) designation

Post-secondary designation

Job description

Overview

StellerVista Credit Union has partnered with Nelson & District Credit Union since 2012, operating as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members' financial needs with the best solutions tailored to their situation. We offer a variety of product and service options to members throughout the Kootenay-Boundary region.

Position: Wealth Advisor – East Kootenay Region

If you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. The successful candidate will report dually to the Senior Investment Advisor and the General Manager and will play a significant role in providing financial advice and assistance to clients while strengthening the overall presence of StellerVista MoneyWorks in the communities it serves.

The incumbent will be self-motivated and results-driven, working a flexible schedule and meeting clients/members" needs on their timelines. Travel is required.

Responsibilities

Provide holistic financial advice to clients in the areas of financial planning, investment, risk assessment, and insurance options. Strengthen client relationships and contribute to the growth of the wealth team and practice.

Qualifications

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship-building skills and the interpersonal perceptiveness to be an effective team member. You are dedicated to a holistic planning approach when working with our members.

A minimum of five years of experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment, and insurance options is required. You will hold or be about to complete the Certified Financial Planner (CFP) designation and be licensed to sell securities as well as life insurance within BC. Preference will be given to candidates with a post-secondary designation.

The successful candidate, within the existing wealth team, will have a loyal book of households to start with and to build from to create a successful book/practice.

Compensation

We offer a competitive compensation package including participation in extended benefits and pension programs.

Current Annual Salary Range: $74,000 – $80,000

Location

Preferred job location: Cranbrook, B.C.

Closing Date

Open until filled

How to Apply

If this sounds like a position for you, APPLY NOW. We welcome interested applicants to submit a resume and cover letter to:

Human Resources at StellerVista MoneyWorks

To learn more about StellerVista MoneyWorks, please visit our website at [website not provided in original text].

We thank all candidates for their interest; however, only those selected for an interview will be contacted.

Experience

Experience: Unclear Seniority

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type

Full-Time

Experience

Years: Not specified

Vacancy

1