Associate Investment Advisor

YNCU is a large community cooperative credit union, invested in its local communities and partnerships which creates a unique philosophy and intention toward financial service and wealth management. We are looking for personable, motivated individuals who thrive in team environments to join our well-established and high volume Private Wealth Practice.

In partnership with Aviso Wealth, YNCU has an opening for an Associate Investment Advisor. Aviso Wealth is a wealth management program offering financial planning, insurance and investments to members of credit unions and their communities across Canada.

For more information about Aviso Wealth please visit www.aviso.ca

The Role

We are seeking an Associate Investment Advisor who is interested in working and learning within a supported structure. You will work closely with the Senior Investment Advisor, Financial Planner to help manage client portfolios and develop new business in a meaningful way.

You will assist in further growing this practice through personal contact with clients to support their needs, assist with their portfolio management and uncover new business opportunities while primarily providing an exceptional service experience for them.

You will grow within this position and have a strong ambition to expand your career within the Practice over several years while building a credible foundation with the team and our clients with the main focus being to:

• Design and provide detailed financial strategies for members including but not limited to retirement, education, asset allocation, and risk management
• Collaborate with colleagues in providing a diverse and supportive financial partnership with individuals and families which increases their financial well-being
• Build a portfolio of clients by passionately pursuing and establishing relationships and business contacts while being committed to supporting the Senior Investment Advisor
• Generate reports and administer ongoing reporting and Business development and administration for the Senior Advisor’s team
• Work closely with Branch teams, in collaboration to explore and grow client/member solutions and opportunities

Why work with this Wealth Management Team

 At YNCU and through Aviso Wealth we encourage balance, growth and ongoing personal wellness which we believe translates to satisfying and impactful results for clients and our team.

At YNCU/Aviso, your career goals and personal growth are a priority. We work with your strengths and ambitions as an employee and strive to create opportunities to build your career at a pace that you are comfortable with. We aspire to give you a career that is lasting and meaningful to you.

 We commit to recognize you in purposeful, personalized ways including a competitive salary, incentive pay, banking benefits, a competitive vacation offering, several wellbeing resources, a generous pension structure, optional benefits, training and development offerings and discounted employee rates.

Our space is personal and comfortable, and your office environment will be suited to your needs. We cultivate a culture of diversity, equity, inclusion and sustainability.

We offer flexibility and personal empowerment, including inviting your ideas and involvement in all levels of our business and a genuine interest in your perspective.

What we are looking for

• Current accreditation and good standing in Canadian Securities Course (CSC), Conduct and Practice Handbook (CPH) or willingness to acquire these accreditations
• Successful completion of Wealth Management Essentials and Certified Financial Planner (CFP) designation or willingness to complete
• Financial Services and/or Brokerage industry experience is required, though experience in a similar sector would be considered
• You are capable of being highly productive while working independently
• Strong computer and software literacy including all Windows applications and the ability to learn new platforms and software easily
•  Proven success working in a fast-paced, high growth environment
• Client centered and driven by the need to make a difference for people in a meaningful way through genuine conversations, active listening and empathetic understanding
• You can understand that future success is built from the details you focus on today
• You have strong personal convictions around integrity, professionalism, service and exploring the most meaningful and impactful personal solutions for our clients
• You bring enthusiasm, knowledge, emotional intelligence and a strong work and team ethic to the role
• You understand that growing and being successful in this role requires being in the office Monday to Friday to build relationships with clients and your teams
• Must be bondable

Please apply at the following link: https://careers.yncu.com/associate-investment-advisor

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.

 Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [email protected]