Job Posting Details

Financial Advisor, Nelson & District Credit Union

Location:Nelson, British Columbia
Posting Date:May 27, 2019
Closing Date:until filled
Web Site:www.nelsoncu.com
Employment Type:Full-time

LIFESTYLE CALLING YOU?

Come and Join Our Exciting Team of Wealth Management Professionals!

NDCU MoneyWorks* is the wealth management department of Nelson and District Credit Union and provides a full range of products and services to both members and non-members.

We are looking for an entrepreneurial minded professional financial advisor with a passion for helping individuals and families achieve and succeed their financial and retirement goals. We offer a lead base environment and an existing book of business.

Nelson is a beautiful community with lots of opportunity for family and lifestyle. https://www.discovernelson.com/

Qualifications Required

MoneyWorks recognizes the value of the right fit. We think it is important to value your community, have strong ethics and have a support network that will allow you to learn and grow.

What you need to be successful:

  • Licensed CFP and (preferably) with the CLU designations
  • Eligible for insurance licensing
  • Mutual Funds License (IFIC or CSC)
  • 3-5 years of financial planning experience
  • Strong communication skills specific to the sales and services environment
  • Proven history of taking initiative to build business and seek out opportunity

Who you are:

  • You are comfortable working under pressure and meeting deadlines
  • You thrive in a team and client focused environment
  • You have a passion to learn
  • You are driven and self-motivated
  • You have the initiative to work independently
  • You can develop co-operative relationships and a strong referral network for client acquisition and business development
  • You value making a difference in the lives of clients and the community

MoneyWorks is looking for the right candidates who share our values. If you are results orientated, have solid financial planning skills, and take pride in utilizing your skills to rise above standard norms, please send your resume to: admin@cuwealth.ca

This posting will remain open until a appropriate candidate is found.

Nelson & District Credit Union is a vibrant financial-services organization. Their commitment to community investment, innovative products and services, and employee wellness is a key component of their organization’s success. They provide financial services to over 9,500 members in three southern British Columbia communities: Nelson, the East Shore of Kootenay Lake and Rossland.

*0948859 B.C. LTD. doing business as ndcu MoneyWorks, GFCU MoneyWorks, and EKC MoneyWorks. Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc.