Wealth Advisor ll - Partner - Access Credit Union

Wealth Advisor ll

Permanent Full-time, Hybrid

Home Branch/Office hours will be in Winkler, MB

Starting salary - $75,716

Why should you join our team?

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

What will you be doing?

The Wealth Advisor II 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. The Wealth Advisor II has extensive industry experience and provides financial planning and advice support on complex matters to other members of the Wealth Advisory team and the branch network.

Key Responsibilities:

• 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. 

What do you need?

• Must hold a Financial Planning Designation (QAFP, PFP, CFP).
• Minimum 5 years’ financial planning or investment advisory experience.  

• Post-secondary diploma/degree, ideally in Commerce or Business Administration is preferred.
• Other wealth related designations are considered an asset (i.e. CLU, Ch.F.C., CIM) 
• Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) (must be able to license in good standing) 

• 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  

Are you ready to?

·         Be an ambassador for our brand, values and products

·         Ensure things get done efficiently

·         Go home each day feeling accomplished

·         Challenge the status quo

·         Build a career

·         Continue learning

If you are interested in this position, apply today at accesscu.ca/careers. Application deadline is March 4, 2025.

We welcome diversity, value inclusion, and take pride in our vibrant corporate culture. Our team is a reflection of the members we serve and the communities we live in.

Access Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.