Financial Advisor at Cambrian Credit Union

Shape financial futures as a Financial Advisor with Cambrian Credit Union. Manage and grow investment portfolios while delivering personalized member experiences through hybrid consultations.
Join Cambrian's Wealth & Advisory Services team to manage an assigned portfolio of valued Aviso Wealth investors. This role demands strong business development skills, utilizing a consultative approach to meet your members' unique financial needs. You will collaborate closely with retail branch teams to implement comprehensive financial strategies and ensure high-quality service delivery.
Key Responsibilities:
• Manage and grow household investment portfolios between $50,000-$350,000
• Utilize planning tools to create tailored financial strategies
• Drive asset consolidation among members with effective recommendations
• Build and maintain relationships with retail and digital branch staff
• Stay updated on economic trends and legislation to inform clients
Requirements:
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