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Details
Full Time
A month ago

Employment Opportunity – Fort St. John, BC

Wealth Advisor

North Peace Savings is recruiting for an experienced Wealth Advisor.  The Wealth Advisor is responsible for working with members/clients to help them create a roadmap to ensure that they achieve their financial goals and objectives.  Provides retirement planning, education savings planning, investment counseling, estate planning, and insurance services. In addition, this position is responsible for maintaining client files, conducting seminars on various wealth management related topics and promoting the services of the credit union and Credential Asset Management Inc. (“CAM”) in the community.  Builds and maintains strong relationships with Credit Union’s Service Specialists, Financial Advisors and Business Advisors to ensure opportunities are identified to meet investment and insurance needs of personal business members. 

If you are a financial services professional with excellent sales and service skills, the ability to work independently with confidence and strong commitment to member service, please provide a cover letter and résumé in confidence to:

Olivia Young, Human Resources Specialist
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
Fax: 250-787-9191 or E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca                

North Peace Savings thanks all applicants for their interest; however,

only those selected for an interview will be contacted.

Category
Banking, Finance and Insurance