Wealth Advisor I (Full-time, permanent)Winnipeg/Hybrid
Top Benefits
About the role
End Date: July 17, 2025
Grow your career with one of Manitoba's Top Employers since 2014.
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.
At Access Credit Union, our values are straightforward:
- Do good
- Be better
- Own it
- Move forward
The Wealth Advisor I seeks to manage and grow the wealth management portfolio by providing exceptional service to both existing and potential members through the promotion and sale of mutual funds and financial planning services.
Key Responsibilities and Accountabilities
- Seek to improve the financial health of existing and new members, as well as self-sourced clients, by providing a wide range of holistic financial planning services and mutual fund solutions.
- Create and execute an annual business plan to achieve growth goals as outlined on the Wealth Advisor scorecard.
- Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts.
- Retain existing relationships by proactively servicing the assigned wealth portfolio, including the guaranteed investment needs of mutual fund investors.
- Work in close collaboration with the consumer branch network and external centre of influences to establish trusted relationships in order to foster a steady stream of referrals.
- Build the Credit Union's profile in the community as a professional provider of wealth management products, services and expertise.
- Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success.
- Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
- Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance manual.
This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.
Essential Qualifications
- Minimum 2-5 years’ financial planning or investment advisory experience in the industry.
- Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) (must be able to license in good standing)
- Post-secondary diploma/degree, ideally in Commerce or Business Administration is preferred.
- Certified Financial Planner (CFP) or Professional Financial Planner (PFP) designation is required within three years of start date. The CFP designation is preferred.
- Other wealth related designations are considered an asset (i.e. CLU, Ch.F.C., CIM)
- Superior knowledge of the Financial industry and products
- Comfortable with industry standard financial planning tools/software
- Attention to detail with high degree of accuracy
- Ability to work in fast-paced environment and perform well under pressure
- Ability to prioritize using sound judgment to make timely and effective decisions
- Knowledge of Access Credit Union’s products and services
- Ability to follow standardized policies and procedures
- Knowledge of risk management within the financial industry
- Proficient computer skills
Employee Sub-Type
Regular
Starting Salary
$68,223.22
If you are interested in this position, apply today!
Wealth Advisor I (Full-time, permanent)Winnipeg/Hybrid
Top Benefits
About the role
End Date: July 17, 2025
Grow your career with one of Manitoba's Top Employers since 2014.
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.
At Access Credit Union, our values are straightforward:
- Do good
- Be better
- Own it
- Move forward
The Wealth Advisor I seeks to manage and grow the wealth management portfolio by providing exceptional service to both existing and potential members through the promotion and sale of mutual funds and financial planning services.
Key Responsibilities and Accountabilities
- Seek to improve the financial health of existing and new members, as well as self-sourced clients, by providing a wide range of holistic financial planning services and mutual fund solutions.
- Create and execute an annual business plan to achieve growth goals as outlined on the Wealth Advisor scorecard.
- Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts.
- Retain existing relationships by proactively servicing the assigned wealth portfolio, including the guaranteed investment needs of mutual fund investors.
- Work in close collaboration with the consumer branch network and external centre of influences to establish trusted relationships in order to foster a steady stream of referrals.
- Build the Credit Union's profile in the community as a professional provider of wealth management products, services and expertise.
- Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success.
- Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
- Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance manual.
This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.
Essential Qualifications
- Minimum 2-5 years’ financial planning or investment advisory experience in the industry.
- Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) (must be able to license in good standing)
- Post-secondary diploma/degree, ideally in Commerce or Business Administration is preferred.
- Certified Financial Planner (CFP) or Professional Financial Planner (PFP) designation is required within three years of start date. The CFP designation is preferred.
- Other wealth related designations are considered an asset (i.e. CLU, Ch.F.C., CIM)
- Superior knowledge of the Financial industry and products
- Comfortable with industry standard financial planning tools/software
- Attention to detail with high degree of accuracy
- Ability to work in fast-paced environment and perform well under pressure
- Ability to prioritize using sound judgment to make timely and effective decisions
- Knowledge of Access Credit Union’s products and services
- Ability to follow standardized policies and procedures
- Knowledge of risk management within the financial industry
- Proficient computer skills
Employee Sub-Type
Regular
Starting Salary
$68,223.22
If you are interested in this position, apply today!