Senior Wealth Management Advisor | Financial Planner - Mainstreet Credit Union

Ahria Consulting is pleased to partner with Mainstreet Credit Union in the search for a Senior Wealth Management Advisor | Financial Planner (Full-time) to serve members across Sarnia and the Lambton County region.

This is an opportunity for a confident, high-energy, self-starter to combine sophisticated financial planning with meaningful relationship building. You will provide holistic advice, develop personalized financial plans, grow new and existing member relationships, and expand Mainstreet Credit Union’s presence through internal partnerships and community engagement.

About Mainstreet

Mainstreet is a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believes we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers; and since our customers are also our shareholders, this will always be our business objective!

Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

You bring

• A CFP, QAFP or PFP designation
• CIRO Investment Dealer division licensing, or eligibility to become licensed within 30 days
• At least five years of financial planning or investment sales experience
• Proven client acquisition, asset gathering, networking, and relationship management capabilities
• Strong investment knowledge and exceptional communication and presentation skills

What Mainstreet Credit Union offers

• Annual salary: $77,080 to $96,350
• Total target compensation: $102,773 to $128,467
• Flexible work arrangements and work-life balance
• Generous vacation and benefits
• Training and career advancement
• A values-based, member-first cooperative environment

Mainstreet also offers its employees

• Mainstreet is a Living Wage employer
• Opportunity to work at a values-based cooperative
• Work-life balance and flexible work arrangements
• Generous vacation and benefit packages
• Opportunities for training and advancement

If you are ready to grow your practice while making a meaningful difference for members and the community, we would like to hear from you!

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

*Note: This posting is for an open vacancy. Application compatibility assessed with AI.