Wealth Advisor – East Kootenay Region
Top Benefits
About the role
An Exceptional Career & Vibrant Lifestyle. Have it all at StellerVista MoneyWorks
StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.
If you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. Reporting dually to both the senior investment advisor and the general manager, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of StellerVista MoneyWorks in the communities it serves.
The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines. Travel is required.
Qualifications You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal perceptiveness to be an effective team member. You are dedicated to a holistic planning approach working with our members.
A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates that hold a post-secondary designation.
The successful candidate working within the existing wealth team will have a loyal book of households to start with and to build from to create a successful book/practice.
Compensation We are pleased to offer a competitive compensation package including but not limited to participation in extended benefits and pension programs.
CURRENT ANNUAL SALARY RANGE: $74,000 – $80,000
Annual salary commensurate to education and experience. PREFERRED JOB LOCATION: Cranbrook, B.C.
CLOSING DATE: Open until filled
How To Apply To learn more about StellerVista MoneyWorks, please visit our website at www.stellervista.com
We welcome interested applicants to submit a resume and cover letter to:
Human Resources at StellerVista MoneyWorks: employment@stellervista.com
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
About National Consulting Limited, NCL
National Consulting Limited was formed through the collaborative efforts of 26 Saskatchewan credit unions. We are an organization that prides ourselves on providing operational support and solutions to credit unions nationally. Whether you are in Saskatchewan or any other part of Canada, we are here to support you!
We provide support and services to credit unions in the vital areas of, Anti-Money Laundering (AML), Anti-Terrorist Financing (ATF) and Fraud Compliance, Card and Banking Services, Digital Banking Services, Lending and Deposit Compliance, Operational Training, and Procurement Services.
Service excellence, professionalism, and a co-operative focus is our commitment to help your credit union succeed.
Wealth Advisor – East Kootenay Region
Top Benefits
About the role
An Exceptional Career & Vibrant Lifestyle. Have it all at StellerVista MoneyWorks
StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.
If you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. Reporting dually to both the senior investment advisor and the general manager, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of StellerVista MoneyWorks in the communities it serves.
The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines. Travel is required.
Qualifications You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal perceptiveness to be an effective team member. You are dedicated to a holistic planning approach working with our members.
A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates that hold a post-secondary designation.
The successful candidate working within the existing wealth team will have a loyal book of households to start with and to build from to create a successful book/practice.
Compensation We are pleased to offer a competitive compensation package including but not limited to participation in extended benefits and pension programs.
CURRENT ANNUAL SALARY RANGE: $74,000 – $80,000
Annual salary commensurate to education and experience. PREFERRED JOB LOCATION: Cranbrook, B.C.
CLOSING DATE: Open until filled
How To Apply To learn more about StellerVista MoneyWorks, please visit our website at www.stellervista.com
We welcome interested applicants to submit a resume and cover letter to:
Human Resources at StellerVista MoneyWorks: employment@stellervista.com
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
About National Consulting Limited, NCL
National Consulting Limited was formed through the collaborative efforts of 26 Saskatchewan credit unions. We are an organization that prides ourselves on providing operational support and solutions to credit unions nationally. Whether you are in Saskatchewan or any other part of Canada, we are here to support you!
We provide support and services to credit unions in the vital areas of, Anti-Money Laundering (AML), Anti-Terrorist Financing (ATF) and Fraud Compliance, Card and Banking Services, Digital Banking Services, Lending and Deposit Compliance, Operational Training, and Procurement Services.
Service excellence, professionalism, and a co-operative focus is our commitment to help your credit union succeed.