EHS Specialist advancing workplace safety analytics, injury claims, audits, and compliance at LifeLabs, a Canadian healthcare organization. Improving employee well - being through data - driven safety programs.
About the role
- Wealth Planning Specialist offers comprehensive financial planning advice to high value members in assigned branches. Proactively seeks business development opportunities and provides mentoring.
Responsibilities
- Provides professional and comprehensive financial planning advice to high value members within assigned credit union branches.
- Completes a review of the member’s investment portfolio and provides recommendations that meet the members life cycle needs.
- Proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services.
- Provides support/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required.
- Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.
Requirements
- Bachelor's Degree in related discipline or equivalent combination of education and experience required
- Mutual Funds License and CFP designation required
- 6 years' experience in an investment/financial planning advisory sales position required
- Familiarity with financial planning tools/software preferred
- Proven superior knowledge of a wide range of investment products and services preferred
- Proven networking and relationship building skills
- Superior sales abilities e.g. active listening, identifying business opportunities, influencing and negotiating to close sale
- Demonstrated ability to communicate both verbally and in writing with a wide variety of people
- Ability to analyze financial statements
- Proficient in computer software programs, e.g. Microsoft Office, web-based applications.
- Proficient with planning software, e.g. PlanPlus
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Benefits
- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle
- Paid time off to volunteer and make a meaningful impact
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Part - time Flight Attendant ensuring passenger safety and comfort for Summit Air, which provides charter, cargo, and customized aviation solutions across Canada.
Service Coordinator coordinating HVAC service agreements, repairs, dispatch, and customer service for Trane Technologies. On - site in Burnaby, British Columbia.
HSE Programs Coordinator developing and improving occupational health and safety programs for PCL Construction. Supporting implementation, documentation, analysis, and stakeholder collaboration in Edmonton.
Manufacturing Technician operating fractionation, filling, and packaging equipment for Grifols’ plasma - derived healthcare products. Maintaining cGMP compliance, batch records, inspections, and equipment cleanliness.
Personal Support Worker delivering home and community care across Haliburton - area communities for ParaMed, Canada's home health care provider. Supporting daily living, independence, meals, companionship, and household comfort.
Medical Information Specialist Lead handling patient inquiries, adverse events, and product complaints for Inizio Engage’s biotechnology clients. Leading compliant, database - driven medical information support across Canada.
Validation Specialist executing cGMP validation, qualification testing, and reporting for Grifols’ plasma donor centers. Supporting Health Canada compliance across Canada.
Maintenance Person maintaining Peel Region’s Tall Pines long - term care centre. Performing repairs, preventative maintenance, safety inspections, and facility upkeep for residents and staff.
CMC Program Lead coordinating radiopharmaceutical manufacturing, regulatory readiness, and commercial lifecycle programs at Telix Pharmaceuticals. Leading cross - functional teams and CDMO/CMO partnerships for Illuccix and Gozellix.