Grow with us
We are looking for an Investment Advisor to join our successful team at Comtech Fire Credit Union. We are a full service financial institution with four branches, over $530 million in assets under management and more than 20,000 members across Ontario. Our credit union has been growing strong for over 75 years; our history and experience have provided us with a strong and loyal membership base. Now, with open membership, we are committed to providing financial advice and products in a personalized relationship driven environment. We are small enough to know our members by name and large enough to provide the financial resources comparable to larger financial institutions.
The Investment Advisor is a passionate, results-driven, career minded, IROC licensed Advisor who provides advanced investment solutions, and investment planning advice to existing and new Credit Union members, as well as, self sourced clients.
The Investment Advisor will work in close collaboration with our retail branch network to establish trusted internal relationships in order to foster a steady stream of referrals. As well, manage an existing book of business of $60M.
Externally, the Investment Advisor will have an active community presence, building the Credit Union's profile in the community as a professional provider of wealth management products, services and expertise.
Education and Designated Requirements:
Skills, Knowledge, and Attribute Requirements:
Comtech Fire Credit Union provides a highly competitive compensation and benefits package
Job Type: Full-time