Cytogenomicist providing case interpretation and oversight at Trillium Health Partners. Collaborating with healthcare professionals in clinical and laboratory genetics.
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
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