Wealth Management Specialist
— Powell River, Canada60000.00 – 80000.00 CAD
Powell River, CanadaFull-timeMiddleFirst Credit UnionNEWHOT
Description (EN)
Location: Powell River, B.C. (Hybrid options available based in Powell River, relocation package included)
Wealth Management Specialist
Join a team where passion meets purpose! At FCU Community Financial, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. Driven by values, we use business as a force for good, placing people and the planet at the center of everything we do. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team!
FCU Community Financial is seeking a qualified individual to provide financial planning advice, support members’ complex needs, and grow an existing joint book of business. The ideal candidate will possess expertise in investment sales, financial planning, and insurance solutions. Our Wealth Management team collaborates with branches, members, and the community to enhance financial literacy and improve financial health. Daily responsibilities involve engaging with members and prospects, directing referrals to our team of experts, and fostering relationships with our branches and communities.
We are offering a minimum guarantee of $60,000-$80,000 for the first two years to provide time to transition the existing portfolio. Compensation for the role is $35,000 base, plus commission. Additionally commissions, profit share and sales premiums are also available. Lastly, we are offering a lump sum relocation package of $5,000 to support your move to Powell River.
Major Responsibilities:
Brings extensive firsthand experience in financial planning and investments to provide comprehensive and informed advice. Insurance experience is an asset.
Cultivates relationships with members, clients, and colleagues to foster a strong network and sense of community.
Contributes to the growth and success by actively engaging in business development.
Proactively develops and maintains the existing book of business, ensuring sustained growth and member satisfaction.
Adheres to the highest professional and regulatory standards at FCU Community Financial, maintaining a risk management culture.
Implements holistic planning approaches, supports members, and enhances community engagement by leveraging the expertise of FCU Community Financials' existing team of experts, while actively referring clients as needed.
Provides coaching and mentoring to branches where business is conducted, contributing to overall skill enhancement and the organization's and its employees' success.
Elevates brand awareness both within the organization and the broader community to strengthen the organization's presence.
Embraces a growth mindset through continuous learning, professional development courses, and staying abreast of industry standards and trends.
Required Experience, Knowledge, Skill, and Ability:
Advanced knowledge of Wealth Management products, services, and regulations, including life insurance.
Post-secondary education in business or related experience.
Three to five years of wealth management or investment advice experience.
Completion of Industry designation (WME, CSC, PFP) as determined by the Regional Manager, Wealth.
Must be working towards CFP, CLU, or other approved designation, to be completed within 24 months of start date.
IIROC or MFDA license; life insurance license considered an asset.
Successful employees will demonstrate the following skill sets:
Strong computer skills with proficiency in MS Office, Broadridge and financial planning software.
Ability to communicate effectively, both orally and in writing.
Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management and prioritization.
Strong interpersonal skills with a sales-oriented focus.
Ability to work positively in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.
Prioritizes work-life balance to ensure optimal well-being and productivity in a dynamic work environment.
Proven ability to effectively work in a team and independently and from remote locations.
Why work for us?
Take advantage of opportunities for career development including continuous training, education support and career planning.
Embrace our commitment to employee wellness including a comprehensive employee and family assistance program.
Enjoy a competitive compensation package.
Be part of a company that is dedicated to making a meaningful community impact.
Who should apply?
To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at FCU Community Financial. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.
Wealth Management Specialist
Join a team where passion meets purpose! At FCU Community Financial, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. Driven by values, we use business as a force for good, placing people and the planet at the center of everything we do. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team!
FCU Community Financial is seeking a qualified individual to provide financial planning advice, support members’ complex needs, and grow an existing joint book of business. The ideal candidate will possess expertise in investment sales, financial planning, and insurance solutions. Our Wealth Management team collaborates with branches, members, and the community to enhance financial literacy and improve financial health. Daily responsibilities involve engaging with members and prospects, directing referrals to our team of experts, and fostering relationships with our branches and communities.
We are offering a minimum guarantee of $60,000-$80,000 for the first two years to provide time to transition the existing portfolio. Compensation for the role is $35,000 base, plus commission. Additionally commissions, profit share and sales premiums are also available. Lastly, we are offering a lump sum relocation package of $5,000 to support your move to Powell River.
Major Responsibilities:
Brings extensive firsthand experience in financial planning and investments to provide comprehensive and informed advice. Insurance experience is an asset.
Cultivates relationships with members, clients, and colleagues to foster a strong network and sense of community.
Contributes to the growth and success by actively engaging in business development.
Proactively develops and maintains the existing book of business, ensuring sustained growth and member satisfaction.
Adheres to the highest professional and regulatory standards at FCU Community Financial, maintaining a risk management culture.
Implements holistic planning approaches, supports members, and enhances community engagement by leveraging the expertise of FCU Community Financials' existing team of experts, while actively referring clients as needed.
Provides coaching and mentoring to branches where business is conducted, contributing to overall skill enhancement and the organization's and its employees' success.
Elevates brand awareness both within the organization and the broader community to strengthen the organization's presence.
Embraces a growth mindset through continuous learning, professional development courses, and staying abreast of industry standards and trends.
Required Experience, Knowledge, Skill, and Ability:
Advanced knowledge of Wealth Management products, services, and regulations, including life insurance.
Post-secondary education in business or related experience.
Three to five years of wealth management or investment advice experience.
Completion of Industry designation (WME, CSC, PFP) as determined by the Regional Manager, Wealth.
Must be working towards CFP, CLU, or other approved designation, to be completed within 24 months of start date.
IIROC or MFDA license; life insurance license considered an asset.
Successful employees will demonstrate the following skill sets:
Strong computer skills with proficiency in MS Office, Broadridge and financial planning software.
Ability to communicate effectively, both orally and in writing.
Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management and prioritization.
Strong interpersonal skills with a sales-oriented focus.
Ability to work positively in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.
Prioritizes work-life balance to ensure optimal well-being and productivity in a dynamic work environment.
Proven ability to effectively work in a team and independently and from remote locations.
Why work for us?
Take advantage of opportunities for career development including continuous training, education support and career planning.
Embrace our commitment to employee wellness including a comprehensive employee and family assistance program.
Enjoy a competitive compensation package.
Be part of a company that is dedicated to making a meaningful community impact.
Who should apply?
To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at FCU Community Financial. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.
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