Wealth Solutions Advisor

Cambrian Credit Union; Winnipeg; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

Cambrian Credit Union is looking for a Wealth Solutions Advisor to join their Wealth & Advisory Services team in Winnipeg. The role focuses on co-managing portfolios, providing investor support, and leveraging technology for onboarding and planning. The ideal candidate will possess a strong understanding of financial planning, exceptional communication skills, and the ability to adapt in a dynamic environment. Cambrian offers a hybrid work model, professional development opportunities, and a competitive compensation package including health benefits and a pension plan.

Benefits

Hybrid work environment with advanced technology

Extended health and dental benefits, 80% employer-paid

Defined Contribution Pension Plan matched at 6%

Short Term Disability and Life Insurance

Customized training and career development

Employee interest rates on loans and credit products

Qualifications

• Minimum of two years direct selling experience in a financial retail environment.
• Proven performer with a thorough understanding of personal financial planning.
• Ability to analyze information and address issues logically.

Responsibilities

• Provide basic portfolio servicing and retirement planning.
• Manage sales and service campaigns effectively.
• Onboard new Aviso Wealth investors adhering to regulatory requirements.

Skills

Teamwork

Financial analysis

Problem-solving

Verbal communication

Written communication

Technology proficiency

Adaptability

Education

Post-secondary degree in business

Mutual fund license (IFIC or Canadian Securities Course)

Certified Financial Planner or Personal Financial Planner designation

Tools

Salesforce

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values : Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Wealth Solutions Advisor to join our Wealth & Advisory Services team.

The Wealth Solutions Advisor is responsible for co-managing a shared portfolio of existing Aviso Wealth investors; effectively utilizing non in-person meeting channels (video / telephone) to support basic servicing, planning and prospecting, while efficiently working as a team. After conducting a meaningful discovery to identify external asset consolidation and sales leads including conversion to full-service Cambrian membership, investors will be triaged appropriately. A core focus will be to digitally refer and transition investors within the centralized portfolio to Aviso’s Qtrade Guided Portfolio, with quality follow up to ensure successful onboarding.

In the role of Wealth Solutions Advisor, you will :

• Provide existing investors with basic portfolio servicing & retirement planning to fulfil immediate transactional requirements, while meeting regulatory requirements.
• Be highly motivated with focus towards new business development prospecting activities including Salesforce marketing cloud; consistently leveraging Aviso holistic discovery tools to identify investment, deposit and lending opportunities; with professional triage as appropriate.
• Effectively manage all assigned sales & service campaigns, with associated new sales referrals made to Qtrade Guided Portfolio or appropriate Cambrian delivery channels being successfully completed.
• Effectively manage OAB ‘Discovery Meeting – Wealth Solutions Advisor’ and ‘Discovery Meeting – Online Investing Options’ service with appropriate triage after conducting efficient discovery.
• Deliver a meaningful Qtrade Guided Portfolio introduction with accompanying digital referral to investors within the centralized portfolio not currently suited / seeking comprehensive advisory or self-service delivery channel.
• Monitor and follow up all Qtrade digital referrals made by Wealth Solutions Centre, ensuring successful account onboarding has been completed with investor needs having been met.
• Efficiently onboard new Aviso Wealth investors in alignment with regulatory requirements; supporting NEI portfolio solutions and delivery of basic planning to meet member needs.
• Maintain strong product knowledge within NEI preferred asset member owned solutions.
• Keep up to date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change.
• Provide expertise in dealing with centralized clients, each with specific needs and circumstances requiring a unique financial analysis and basic plan to meet their short term and long-term financial requirements.
• Provide leadership for the delivery of service excellence to members in all areas of contact with Cambrian Credit Union.
• Provide assistance and support to the Manager and VP Wealth & Advisory Services as deemed necessary or as required (e.g. undertake tasks or duties as assigned).

Your Education & Experience :

• Mutual fund license in good standing, holding IFIC or Canadian Securities Course, and holding either Certified Financial Planner or Personal Financial Planner designation or completion within 36 months of assuming the role.
• Post-secondary degree, diploma or certificate in business, or equivalent business experience.
• Proven performer within a financial retail sales environment with a minimum of two years direct selling experience.
• Thorough understanding of the various personal financial planning theories and standard asset allocation practices with practical knowledge of the various financial products and investment markets accessible to an investor.
• Excellent verbal and written communicator.
• Confident working with online technology platforms.
• Proficient in PC applications of Outlook, Excel & Word.
• Working knowledge of Salesforce is considered an asset.
• Critical thinker who analyzes information and uses logic to address issues, problems and challenges.
• Ability to work well in an environment with multiple and often changing priorities

Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we

offer continuing professional development and a competitive total compensation package including :

• A hybrid work environment with the use of advanced technology
• Extended health and dental benefit options, up to 80% employer-paid premiums dependent on which coverage level chosen
• Defined Contribution Pension Plan – matched at 6%
• Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
• Customized training, career development planning, and structured onboarding
• Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
• Annual Performance appraisals and merit increase reviews

Cambrian Values

The Wealth Solutions Advisor consistently displays Cambrian’s core values as follows :

• Integrity & Honesty : Demonstrates and adheres to the values of integrity and honesty; listens to and considers differing perspectives respectfully; interacts with others fairly and objectively.
• Member Focused : Anticipates and adapts to member needs; contacts members to follow-up on services, solutions and / or products to ensure needs are met; takes personal responsibility for working with members to identify and solve issues and ensure satisfaction.
• Community Involvement : Sets an example to others by attending or participating in community events and initiatives; acts on opportunities to represent Cambrian in the community.
• Competitive : Sets an example to others by exceeding expectations; tracks performance and adjusts to ensure successful attainment of objectives. Identifies potential obstacles to reaching goals and develops ways to overcome them.
• Innovative Spirit : Identifies opportunities to improve on technology and process. Identifies ways to assist others in adapting to change and communicates about change in a positive way.