MoneyWorks Wealth Advisor

Position Name

MoneyWorks Wealth Advisor

Position Description

An Exceptional Career & Vibrant Lifestyle. Have it all at EKC MoneyWorks

East Kootenay Community Credit Union has been in partnership with Grand Forks Credit Union and Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as EKC MoneyWorks, GFCU 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

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 directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of EKC 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.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal perceptiveness to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates that hold a post-secondary designation.

The successful candidate will have a loyal book of households to start with and to build from to create a successful book/practice from.

Job Reference Number

MWX-WA

Closing Date

When Filled

Job Location

East Kootenay region, BC

How to Apply

To learn more about EKC MoneyWorks, please visit our website at www.ekccu.com. Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment. If you are intrigued by this opportunity, please send a current resume and cover letter in confidence to:

Human Resources at EKC MoneyWorks: admin@cuwealth.ca

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