Publié il y a 18 jours
Associate Wealth Management Advisor
@ Newfoundland and Labrador Credit Union Ltd.
Corner Brook, NL · Stephenville, NL
En bref
Newfoundland and Labrador Credit Union Ltd. is hiring a full-time, permanent Associate Wealth Management Advisor for its Corner Brook and Stephenville branches. The role provides investment and insurance advice, builds member financial plans, and grows a client portfolio through long-term relationships. Candidates need financial services experience and licensing (LLQP and CIRO).
Responsabilités :
- Provide objective investment and insurance advice to members
- Develop investment plans and insurance solutions
- Establish members' financial objectives and analyze information
- Consolidate members' assets and liabilities with NLCU and partners
- Grow portfolio through long-term relationships and new client solicitation
Résumé des exigences :
- Experience in financial services
- Post-secondary degree or diploma (or equivalent)
- Financial Planner designation completed or willing to complete
- Valid Life License (LLQP)
- Valid CIRO licence
Outils et compétences
Source et dates
Site carrière / système de candidatures · adp
- Date publiée par l’employeur
- 2026-10-23
- Première détection par notre source
- 2026-10-23
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Développement des affaires |
| Heures par semaine | 40 (estimé) |
| Horaire | jour |
| Déplacements | avion : aucun · route : minimes |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | LLQP, CIRO, Financial Planner designation |
| Formation | Collégial (DEC) (préféré), Baccalauréat (préféré) |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Newfoundland and Labrador Credit Union Ltd.
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 3 |
Associate Wealth Management Advisor – Corner Brook/Stephenville
Newfoundland and Labrador Credit Union
Passionate about service? Driven to excel?Looking to grow your career with a locally owned and operated financial institution?
Come work with us.
We have an open position for a full time, permanent Associate Wealth Management Advisor servicing the West Coast (Corner Brook and Stephenville Branches).
Who we're looking for.
For us, the right attitude is paramount. We want someone who "gets us" - someone who appreciates our mission to go above and beyond to create an exceptional service experience every time. You are a "people" person who is invigorated by helping others. A positive self-starter, you enjoy learning new skills and feel empowered when given responsibilities. You have a natural ambition that drives you to exceed your goals.
As an Associate Wealth Management Advisor, you will provide objective advice and develop investment plans and insurance solutions for NLCU members. You will identify business opportunities, establish members’ financial objectives, and gather, process and analyze relevant information to develop members’ investment and insurance solutions. The Associate Wealth Management Advisor also gathers members’ assets and liabilities with the aim of consolidating them with NLCU and our partners.
Through establishing, developing and maintaining long term, full service relationships with existing members, as well as the solicitation of new individuals and businesses, you will grow your portfolio. With a positive member experience being top priority, you will provide specialized expertise in aspects of financial planning, including recognizing and referring members and potential members to branches to expand members’ total relationship with NLCU for lending, deposit, and other related products/services.
To be successful in this role you have experience in financial services. You hold a Post-Secondary Degree or Diploma (or equivalent), have completed or are willing to complete a Financial Planner designation and hold a valid Life License (LLQP) and CIRO License.
Sound like you?
Then we want to hear from you. For an opportunity to work with an outstanding team and grow your career in Wealth Management, apply now.
We would like to thank all interested candidates; however, only those selected for an interview will be contacted. Newfoundland and Labrador Credit Union is an equal opportunity employer.
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