Accounting & Finance

Senior Wealth Architect & Financial Planner

Aviso

Sarnia · Lambton County · Canada

Mainstreet Credit Union in Sarnia is seeking a Senior Wealth Advisor/Financial Planner to deliver holistic financial planning and investment guidance to our member base. You will collaborate with retail and lending teams to drive wealth management opportunities and referrals.

Ideal candidates have a CFP/QAFP/PFP designation or CIRO INV licensing, with at least 5 years in financial planning and a strong investment product knowledge.

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Reference: WJ-291_11638053

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