As a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans.

In summary, the Wealth Consultant will:

• Report to the VP, Retail Delivery
• Offer advice related to estate planning, education savings planning, budgeting, retirement planning and basic tax planning.
• Comply with established policies, guidelines and procedures.

As the successful candidate, you’ll have responsibility for:

• Fostering relationships to gain, service and retain business opportunities.
• Creating diversified registered and non-registered portfolios through the sale of mutual funds based on your recommendations.
• Completing financial plans for members by identifying member financial objectives, gathering/processing/analyzing relevant information, developing the financial plan, implementation and consistent follow up.
• Conducting continuous market research and trend analysis.
• Providing reporting to the credit union.
• Coaching and mentoring colleagues.

The “must-have” skills and qualifications that we’re looking for are:

• Post-secondary education in business or finance.
• A PFP or CFP is required.
• IIROC or MFDA licensing is required.
• A minimum of 5 years financial services experience.
• Proven track record in asset gathering.
• A commitment to providing exceptional member service.
• Ability to work in an innovative, fast paced environment.
• A strong knowledge of computers notably related software and programs.

Additional skills are considered assets too:

• Proven experience in building portfolios.
• Entrepreneurial aptitude.
• Proactive Business Development.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Jennifer Bradie
Senior Manager, Human Resources - WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly having been named one of the Best Workplaces in Canada™. Be part of a team committed to providing members with a high level of service while making the communities we serve the best places to live and work.

As an employee of WFCU Credit Union, you'll have the opportunity to work in a positive, goal-driven, and professional environment. Experience our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Our award-winning HR philosophy to "hire the best, treat them well, and see them stay" is a point of pride and a key factor in our employees' success and WFCU Credit Union's success. We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs plus a fantastic wellness program with several distinctive perks.

It's an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union is a leading, progressive financial organization headquartered in Southwestern Ontario. Proudly serving residents, community organizations, small businesses, commercial entities, and public institutions for over 80 years, WFCU Credit Union is the sixth-largest credit union in Ontario and 21st largest credit union in Canada.

With nine retail locations in Windsor-Essex as well as three retail locations in the Waterloo Region through ECU – A Division of WFCU Credit Union and one digital entity, Omnia Direct, we pride ourselves on serving the individual needs of over 62,000 members.

Job Types: Full-time, Permanent

Schedule:

• 8 hour shift

Work Location: In person

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