Wealth Advisor - Niagara Falls, Canada - PenFinancial Credit Union

PenFinancial Credit Union

Verified Company

Niagara Falls, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Company Description

Be a part of something different
We may offer the same products and services as a big bank, but we couldn't be more different. We're rooted in purpose and we're on a mission to _improve lives_ and _strengthen communities_.

We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves
:accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They're values we live every single day - where everyone has a voice and where we listen.

Just ask someone who works here to see what they think, and check out our latest annual report to see what we've been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing.

Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it's no surprise that our employee engagement scores are consistently so strong.

Our commitment to community
We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture.

We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program.

And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

Job Description:

Responsible for providing financial planning services and solutions to the credit union's current and future membership in support of overall branch goals and credit union objectives.

This includes, but is not limited to, estate planning, education savings planning, budgeting, retirement planning, financial planning and basic tax planning.

Differentiating Accountabilities:

Prudently create diversified portfolios using Credential Asset Management within licensing limits. Provide investor education while managing investment risk. Enrich the lives of our membership, retain existing business and develop further business opportunities.
Develop registered and nonregistered portfolios for clients through sales of mutual funds, fixed income securities and stocks based on IAs recommendations which considers a client's objectives (needs/goals), risk tolerance and time horizon.
Complete financial plans for members by identifying member financial objectives, gathering, processing and analyzing relevant information, develop the financial plan, implement and ensure consistent followup. The purpose of the wealth management development is to retain existing business and develop further business opportunities.
Implement action plans to ensure growth in the wealth management area through referrals from branch staff, prospecting of our existing membership base and analysis of business being transferred out of the Credit Union.
Develop a relationship with members and prospects through referrals (also by solicitation calls), community involvement and through the provision of educational seminars to members.
Conduct continuous securities and market research and trend analysis, keep uptodate with any relevant changes for the continuous development of the wealth management area and for the PenFinancial Credit Union's overall operation.
Perform other assigned responsibilities.

Qualifications:

PFP or CFP designation is required;
Continually meet educational requirements to maintain designation.
Licensing under MFDA is required
Securities license under IIROC may be required which includes completion of the following:
Canadian Securities Course (CSC)
Conducts and Practices Handbook (CPH)
Wealth Management Essentials (WME)

- or New Entrants Course (NEC) in lieu of CSC and CPH.

Additional Information