Wealth Consultant

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

Wealth Consultant

As a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership.  This includes but is not limited to the production of financial and investment plans. 

In summary, the Wealth Consultant will:

  • Report to the VP, Retail Delivery
  • Offer advice related to estate planning, education savings planning, budgeting, retirement planning and basic tax planning.
  • Comply with established policies, guidelines and procedures.

As the successful candidate, you’ll have responsibility for:

  • Fostering relationships to gain, service and retain business opportunities.
  • Creating diversified registered and non-registered portfolios through the sale of mutual funds based on your recommendations.
  • Completing financial plans for members by identifying member financial objectives, gathering/processing/analyzing relevant information, developing the financial plan, implementation and consistent follow up.
  • Conducting continuous market research and trend analysis.
  • Providing reporting to the credit union.
  • Coaching and mentoring colleagues.

The “must-have” skills and qualifications that we’re looking for are:

  • Post-secondary education in business or finance.
  • A PFP or CFP and MFDA or IIROC licensing is required.
  • A minimum of 7-10 years financial services experience.
  • A commitment to providing exceptional member service.
  • Ability to work in an innovative, fast paced environment.
  • A strong knowledge of computers notably related software and programs.

Additional skills are considered assets too:

  • Proven experience in building portfolios.
  • Entrepreneurial aptitude.
  • Proactive Business Development.
  • Possessing the Life License Qualification.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Jennifer Bradie
Manager, Human Resources - WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
[email protected]

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests.  The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees.  It’s an exciting time to join our team.  To find out more, apply today! 

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

 

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