Senior Financial Advisor at Cambrian

Elevate your financial advisory career with Cambrian Credit Union as a Senior Financial Advisor. Manage asset portfolios and provide tailored financial planning for valued members in a hybrid environment.

Cambrian Credit Union seeks an experienced Senior Financial Advisor to enhance its Wealth Management Team. In this role, you will manage a portfolio of members, provide strategic financial advice, and contribute to asset consolidation. Your expertise in retirement, tax, and wealth preservation planning will support clients in achieving their financial objectives.

Key Responsibilities: • Manage and grow household investment portfolios over $350,000 • Utilize consultative approaches and financial planning tools • Build relationships with retail and digital branch managers • Stay informed on market trends and financial legislation • Deliver exceptional service to all Cambrian Credit Union members

Requirements: • Post-secondary degree or equivalent business expe...