Wealth Advisor - Partner - StellerVista Credit Union

Overview

StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

CAREER OPPORTUNITY

Wealth Advisor – East Kootenay Region

If you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. Reporting dually to both the senior investment advisor and the general manager, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of StellerVista MoneyWorks in the communities it serves.

The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients / members needs on their timelines. Travel is required.

Responsibilities

• Provide financial advice and assistance to clients and members.
• Strengthen the overall presence of StellerVista MoneyWorks in the communities it serves.
• Work a flexible schedule and travel to meet clients’ needs on their timelines.
• Report to both the senior investment advisor and the general manager.

Qualifications

Compensation

We are pleased to offer a competitive compensation package including but not limited to participation in extended benefits and pension programs.

Current Annual Salary Range : $74,000 - $80,000

Annual salary commensurate to education and experience.

Location

Preferred job location : Cranbrook, B.C.

Closing date

Closing date : Open until filled

How to apply

To learn more about StellerVista MoneyWorks, please visit our website at stellervista.com

We welcome interested applicants to submit a resume and cover letter to :

Human Resources at StellerVista MoneyWorks : employment at stellervista.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

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