Job Details

Description

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Senior Financial Advisor to join our dynamic Wealth Management Team.

The Senior Financial Advisor (SFA) is responsible for managing and growing an assigned Aviso Wealth Investment division portfolio of valued members. The SFA works closely within an assigned region of Cambrian retail branches, SME account managers, and partner wealth advisors, focused towards external asset consolidation of existing members and to deliver comprehensive advice with ongoing service. The incumbent is a proven sales leader by excelling in developing, managing and growing client relationships. The SFA delivers...