Senior Wealth Advisor at Steinbach Credit Union
Steinbach Credit Union • winnipeg, Canada
Role Description
Elevate your career as a Senior Wealth Advisor with Steinbach Credit Union in Winnipeg or Steinbach. Provide exceptional investment guidance and personalized financial strategies to meet members' needs.
Join one of Manitoba’s largest credit unions where you will manage a wealth management portfolio by promoting investment products to existing and potential members. This role brings together relationship management, financial planning, and strategic outreach. You’ll ensure compliance with industry standards while offering tailored advice that supports long-term financial goals.
Key Responsibilities:
• Manage an assigned book of member investment accounts
• Develop comprehensive retirement strategies for clients
• Proactively recommend products aligned with member needs
• Stay updated on investment policies and regulations
• Build strong relationships with potential and existing members
Requirements:
• 6–8 years of relevant financial experience
• IIROC licen...
Join one of Manitoba’s largest credit unions where you will manage a wealth management portfolio by promoting investment products to existing and potential members. This role brings together relationship management, financial planning, and strategic outreach. You’ll ensure compliance with industry standards while offering tailored advice that supports long-term financial goals.
Key Responsibilities:
• Manage an assigned book of member investment accounts
• Develop comprehensive retirement strategies for clients
• Proactively recommend products aligned with member needs
• Stay updated on investment policies and regulations
• Build strong relationships with potential and existing members
Requirements:
• 6–8 years of relevant financial experience
• IIROC licen...