Financial Planning Expert at Cambrian

Shape the financial futures of Cambrian Credit Union members as a Financial Planning Expert. This role involves hybrid work, strategic advising, and adapting investment plans to client needs for optimal results.
As a Financial Advisor in our Wealth & Advisory Services team, you will focus on developing comprehensive financial plans using tools like Conquest Planning. You will manage investment portfolios while ensuring strategies align with clients' life stages. Your direct engagement with members will enhance their financial literacy and opportunities for our services.
Key Responsibilities:
• Create customized financial plans using consultative methods
• Oversee a portfolio of household investments
• Foster relationships across all branches for client engagement
• Stay informed on market trends to advise members
• Provide exemplary service and expertise in all interactions
Requirements:
• Certified as a financial planner or actively pursuing designation
•...