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Position Wealth Management Advisor
Employer Sunrise Credit Union     (View all ads from seller)
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E-mail Use form below to e-mail
Location Brandon

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 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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