Personal Finance Advisor helping Desjardins members and businesses meet financial goals. Recommending investments, loans, and insurance while managing trusted client relationships.
About the role
- Investment Specialist managing mutual fund portfolios and basic financial planning for Access Credit Union members. Building relationships, generating referrals, and supporting wealth management growth across Winnipeg branches.
Responsibilities
- Manage and grow the assigned wealth management portfolio
- Provide exceptional service to existing and potential members through the sale of mutual fund products and basic planning services
- Serve investors with basic investment and planning needs and refer larger investment accounts to the Wealth Advisor
- Retain and expand existing member relationships while pursuing new business
- Provide basic financial and investment solutions to Credit Union members
- Act as the primary contact for assigned members and manage relationships on behalf of the credit union
- Identify holistic member needs and goals and refer non-mutual fund sales and service opportunities to appropriate Credit Union experts
- Provide basic planning strategies for retirement, education, asset allocation, and risk management
- Collaborate with the consumer branch network to establish internal relationships and foster referrals
- Participate in meetings, planning, and training initiatives
- Build the Credit Union’s profile in the community as a provider of wealth management products, services, and expertise
- Adhere to credit union and Credential Asset Management policies and procedures regarding risk management, confidentiality, security, fraud prevention, and compliance
Requirements
- Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)
- Newly licensed with financial services experienced
- Must be able to license in good standing
- Strong interpersonal and communication skills, both verbal and written
- Ability to motivate others and work within a dedicated team environment
- Attention to detail with high degree of accuracy
- Ability to work in a fast-paced environment and perform well under pressure
- Ability to prioritize using sound judgement to make timely and effective decisions
- Thorough understanding of investment products and services including mutual funds, term deposits, and registered investment products
- Basic understanding of financial planning concepts
- Knowledge of Access Credit Union’s products and services
- Ability to follow standardized policies and procedures
- Knowledge of risk management within the financial industry
- Proficient computer skills
- Ability to travel within Winnipeg branches
Benefits
- 100% company paid health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities within the credit union
- Competitive compensation
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Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client needs, profitability, and risk.
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