Associate Investment Advisor - Partner - Yncu

Description

YNCU is a large community cooperative credit union, invested in its local communities and partnerships which creates a unique philosophy and intention toward financial service and wealth management; and we are looking for people like you to join our Wealth team.

Aviso Wealth in partnership with Your Neighbourhood Credit Union, presently has an opening for an Associate Investment Advisor. Aviso Wealth is a wealth management program offering financial planning, insurance and investments to members of credit unions and their communities across Canada. Aviso Wealth has 25 years of wealth management experience, 300 partners, 100 billion dollars in assets under administration and management and our local team is ranked in the top 50 advisory teams among Aviso in Canada!

Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them. Thanks for checking us out!

The Role

The Associate Investment Advisor will demonstrate a strong passion for providing sound investment advice and build wealth for our members among smaller accounts and a core list of mutual funds in order to support the Senior Investment Advisor working with members of higher net worth.

• Actively solicit the full range of the Credit Union’s Wealth Management products and services
• Work collaboratively as part of the Senior Investment Advisor’s core team to provide advice to Credit Union members, potential members and non-members who hold brokerage accounts elsewhere
• Collaborate with the Member Experience Team, and leaders and subject matter experts across YNCU providing seamless banking, lending, investment, and insurance services to members by making qualified referrals to other internal experts
• Design and provide detailed financial strategies for members including but not limited to retirement, education, asset allocation, and risk management
• Process timely and accurate cash transactions and Electronic Fund Transfers (EFTs) for clients; recommend FX conversions to cover stock purchase trades or Electronic Fund Transfer payments and maintain cash EFT client payment schedule
• Generate reports to monitor client portfolio cash balances, security concentration, sector concentration and currency concentration
• Passionately participate in campaigns, specific marketing initiatives and/or promotions for new products and services that promote sales and growth
• Build his or her own portfolio of members by actively pursuing and establishing relationships and business contacts while supporting the portfolio members of the Investment Advisor

Why work with YNCU Wealth?

YNCU Wealth takes a supportive and collaborative approach with members. Grow your career by joining our Wealth team with the opportunity to receive strong personal and career mentorship in a collaborative learning environment. Here at YNCU Wealth, we take a team approach to managing our member relationships and work together towards our one common goal of providing customized solutions for our members.

• Flexible work week once established
• Training and Development Opportunities
• Community Sponsored Events Employee and paid Volunteer opportunities
• Remote/working from home hybrid option if desired once established
• Pleasant working environment
• Certified Ontario Living Wage Employer
• Must be bondable
• Competitive Compensation, Incentive Programs and Benefits
• 7% matching pension
• Benefits are 100% paid for by YNCU
• Discounted Employee Rates
• Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
• Exceptional growth potential and succession opportunity

What We Are Looking For

• Completion of Certified Financial Planner (CFP) certification is an asset
• Two years' relevant experience in the banking, and/or financial industry or similar work experience
• Working knowledge of job specific skills, products, services, and systems and willingness to learn
• Ability to travel to assigned YNCU locations as required
• Successful completion of the Canadian Securities Course (CSC) and Conducts and Practices Handbook Course (CPH) or completion within first six months of hire
• Must have a valid Ontario driver’s license and reliable available vehicle
• Working knowledge of YNCU policies and procedures
• Proven success working in a fast-paced, high growth environment

To be considered for this opportunity please apply online at https://careers.yncu.com/associate-investment-advisor.

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [email protected]