We are currently seeking an Associate Wealth Advisor to join our team.
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers analytical support, including client inquiries, trading, portfolio management, financial plans, liaising with accountant sand investment research, based on the SWA’s needs. This role offers the opportunity to assist a leading advisor, be involved in in critical decision-making for members and practice management, and benefit from mentorship within a highly recognized team servicing High-Net-Worth individuals.

REQUIRED SKILLS, EXPERIENCE & QUALIFICATIONS

• College, Trade or Tech School Diploma (2 years) in related discipline required
• IIROC Registered Representative licensing required
• Life Insurance Qualifying Program (LLQP) required within 1 year from date of hire
• Completion of Canadian Securities Course, CPH & Wealth Management Essentials required within 1 year from date of hire
• Financial planning designation: CFP, PFP, CFA or industry equivalent designation in good standing required within 2 years from date of hire
• 2-4 years in an investment/financial planning and advisory position managing a portfolio of high-net-worth individuals on an MFDA or IIROC environment
• Strong familiarity with financial planning tools/software required
• Proven superior knowledge of a wide range of investment products and services preferred
• Attention to detail and strong problem solving and analytical skills
• Proven networking and relationship building skills
• Superior sales abilities e.g. active listening, identifying business opportunities, influencing, and negotiating to close sale.
• Demonstrated ability to communicate both verbally and in writing with a wide variety of people
• Ability to analyze financial statements
• Proficient with computer software programs, e.g. Microsoft Office
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

ABOUT US

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted

Please refer the Job description for details