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Position Wealth Management Advisor
Employer Sunrise Credit Union     (View all ads from seller)
Phone Click here to show number in this space
E-mail Use form below to e-mail
Location Brandon
Description

Wealth Management Advisor

 

Our Wealth Management Advisors are integral team members within Sunrise Wealth Management through VCU Financial Group Inc, a wholly owned subsidiary of Sunrise Credit Union Limited.

With a set of core values that help guide the service we provide for our members, we are eager to welcome a Wealth Management Advisor to our team.  If you hold integrity and honesty as high priorities in your career and have a passion for member service, then Sunrise Wealth could be the right match for you.

As our Wealth Management Advisor you will:

 

  • Be an integral member of our advisory team, providing financial planning and investment advisory services to an established individual client base of all ages and stages of wealth;
  • Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan
  • Deepen relationships by ensuring each member is introduced to, educated on and marketed towards the various financial products and services offered through Sunrise Wealth;
  • Be a proven self-starter with demonstrated sales and business building skills within the financial services industry;
  • Exemplify strong emphasis towards self-management, time-management, and organization;
  • Be an effective communicator with strong interpersonal skills;
  • Work closely with internal stakeholders/partners to ensure member investment needs are being met;
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situations concerns, or financial performance necessitates changes to their plan.

What this role requires of you:

  • Should be IIROC licensed (CSC/CPH), or have completed the CSC and be prepared to complete the CPH in order to be licensed as soon as possible OR MFDA licensed & in good standing;
  • Must be registered (or eligible to be re-registered) with Securities Regulator in Province of Residence as of date of hire;
  • Successful completion of the Certified Financial Planner (CFP) designation or equivalent within 24 months from date of hire;
  • Fulfilment of IIROC continuing education requirements on an ongoing basis;
  • Travel of up to 60%.

 

To apply, please e-mail your resume, cover letter and where you heard of this opportunity to wealth@sunrisecu.mb.ca before Friday, December 14th.  We thank all applicants who apply, but only those selected for an interview will be contacted.

Posted on 12/5/2018 3:34:14 PM
Expiry Date 12/14/2018
Tags Full-time
   
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