Associate Wealth Management Advisor

Newfoundland and Labrador Credit Union Ltd. • St. John's, NL

3d • Onsite

About The Position

Newfoundland and Labrador Credit Union is seeking a full-time, permanent Associate Wealth Management Advisor to service the Stephenville and Corner Brook area. This role involves providing objective advice and developing investment plans and insurance solutions for NLCU members. The advisor will identify business opportunities, establish members’ financial objectives, and gather, process, and analyze relevant information to create tailored investment and insurance solutions. A key aspect of the role is consolidating members' assets and liabilities with NLCU and its partners. The position also focuses on building and maintaining long-term, full-service relationships with existing members, as well as soliciting new individuals and businesses to grow a personal portfolio. A top priority is ensuring a positive member experience by offering specialized expertise in financial planning and referring members to branches for other NLCU products and services.

Requirements

• Experience in financial services.
• A Post-Secondary Degree or Diploma (or equivalent).
• Completed or willing to complete a Financial Planner designation.
• Hold a valid Life License (LLQP).
• Hold a valid CIRO License.

Responsibilities

• Provide objective advice and develop investment plans and insurance solutions for NLCU members.
• Identify business opportunities.
• Establish members’ financial objectives.
• Gather, process and analyze relevant information to develop members’ investment and insurance solutions.
• Gather members’ assets and liabilities with the aim of consolidating them with NLCU and our partners.
• Establish, develop and maintain long term, full service relationships with existing members.
• Solicit new individuals and businesses to grow your portfolio.
• Provide specialized expertise in aspects of financial planning.
• Recognize and refer members and potential members to branches to expand members’ total relationship with NLCU for lending, deposit, and other related products/services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree