Wealth Solutions Specialist

PenFinancial Credit Union • Welland, ON

9d • CA$61,233 - CA$76,541

About The Position

Provide exceptional brand experiences for our wealth members or a prospecting member with householded assets of $25K or less by utilizing knowledge to deliver value-added advice and financial planning services to members. Act as primary resource for account openings. Maintain a high profile and image as the financial institution of choice in the community of the branch by establishing member client and non-member client relationships and business contacts. Complete all administrative duties accurately and as per required timelines – “first time right”.

Requirements

• 3 to 5 years progressive experience within a credit union or a bank
• Mutual Funds license which includes completion of the following: Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)

Responsibilities

• Build value-added relationships with both members and non-members to promote PenFinancial as a financial institute of choice with the community.
• Act as the primary resource for opening new small wealth accounts and effectively match appropriate services to member client needs.
• Keep a watch for opportunities to promote other member services to support member success.
• Proactively contact members at critical stages or other pertinent thresholds (financial, age, etc.).
• Administer and provide input into the business referral programs.
• Provide individualized financial planning and budgeting advice to members.
• As required, make referrals to appropriate staff.
• Lead the small wealth account opening process.
• Complete all administrative duties accurately and as per required timelines – “first time right” including preparing instructions in support of complete, accurate and compliant wealth documentation.
• Ensure that appropriate documents are processed that are associated with the sale of savings and registered and non-registered investment products, transfers, or withdrawals.
• Support compliant accounts.
• Ensure overall exceptional brand experiences for our members.
• Assume responsibility for establishing and maintaining effective coordination and working relationships with area personnel and Investment Solutions Specialists.
• Perform other assigned responsibilities.

Benefits

• competitive compensation
• performance-based success sharing
• a defined contribution pension plan
• wellness supports
• opportunities for ongoing learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed