Wealth Advisor ll - Partner - Access Credit Union

Wealth Advisor ll

Permanent Fulltime Hybrid

Home Branch/Office hours will be in Winkler MB

Starting salary $75716

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 employees contributions to our success which is why we offer competitive compensation 100 company paid health benefits employermatched 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 IIseeks to manage and grow thewealth management portfolio by providing exceptional service to both existing and potential members through the promotion and sale of mutual fundsand 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 healthofexisting and newmembers as well asselfsourcedclientsby providinga wide range ofholisticfinancial planningservicesand mutual fund solutions.
• Create and executeanannual business plan to achieve growth goals as outlinedon the Wealth Advisorscorecard.
• Identifyholisticmember needs/goals andrefer identified nonmutual 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 networkand externalcentreof influencesto establish trustedrelationships in order to foster a steady stream of referrals.
• Build the Credit Unions 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 ofand adhere tocredit 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).
• Minimum5 yearsfinancial planning or investment advisoryexperience.

• Postsecondary diploma/degree ideally in Commerce or Business Administrationis preferred.
• Other wealth related designationsare considered an asset (.F.C. CIM)
• ValidInvestment Funds in Canada (IFC) or Canadian Securities Course (CSC)(must be able tolicensein good standing)

• Superior knowledge of the Financial industry and products
• Comfortable with industry standard financial planning tools/software
• Attention to detailwith high degree ofaccuracy

• Ability to work in fastpaced environment and perform well under pressure
• Ability to prioritize using sound judgment to make timely and effective decisions
• Knowledge of Access Credit Unions products and services
• Abilityto 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/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.