Financial Advisor - Wealth Management
Top Benefits
About the role
Financial Advisor -Wealth Management
6701 Tecumseh Road East, Windsor, ON N8T 1E8
Full Job Description
Job Summary
As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding. Our interactions with our members are based on respect and integrity, ensuring that Motor City Community Credit Union (MCCCU) is a great place to build your career. MCCCU is currently looking for energetic, career-oriented persons with exceptional interpersonal and communication skills to join our financial team in the capacity of: Financial Advisor - Wealth Management
Major Duties & Responsibilities
In a financial advisory role, service and proactively develop relationships with new and existing members through a variety of channels (virtual, in person meetings, phone and correspondence). Execute an advice-based process by helping members identify financial goals and planning needs which are periodically reviewed and updated. Cultivate new business through consolidation of assets and referrals. Make suitable investment recommendations and advise members through their financial journey. Build and sustain financial plans for members. Adhere to all compliance and regulatory requirements. Provide timely information, investigate and resolve member issues. Ability to work independently and in a team environment. Lead presentations to members, prospects and team members. Provide reporting to MCCCU on all relevant activities and engagements.
Qualifications, Competencies & Skills
A minimum of 7 years advisory experience within the financial services industry. Strong knowledge of financial markets with a thorough understanding of investment solutions. IFIC licensing required (CSC, LLQP CFP, CIM & other licensing are an asset). Strong service skills – to build/maintain relationships with members, employees and management. Ability to handle outbound calls/meetings to/with existing clients/prospects. Competent understanding of the relevant securities legislation and regulations. Excellent communication skills: verbal, written and presentation. Strong communicator, professional and analytical, positive attitude and genuine commitment to member service.
This role is ideal for individuals passionate about helping clients grow and protect their wealth through strategic financial planning.
Motor City Community Credit Union is committed to equity of employment. As an equal opportunity employer, we would like to thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.
Motor City Community Credit Union endeavours to accommodate the needs of candidates under the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act [AODA] throughout all stages of the recruitment and selection process. If contacted for an interview, please advise if you require accommodation.
In accordance with applicable employment legislation, Motor City Community Credit Union confirms that it does not use artificial intelligence or automated screening tools as part of its recruitment or candidate assessment processes. All candidate applications are reviewed and assessed by members of our hiring team.
In accordance with applicable job posting transparency requirements, this posting is for an existing vacancy at Motor City Community Credit Union.
Job Types: Full-time, Permanent
Pay: $80,000.00-$95,000.00 per year
Benefits
Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Store discount Vision care Wellness program
Ability To Commute/relocate
Windsor, ON N8T 1E8: reliably commute or plan to relocate before starting work (required)
Application Question(s)
How would you rate your knowledge level of financial planning concepts and investment securities?
Education
Secondary School (required)
Experience
Financial Advisory: 7 years (required)
Work Location: In person
PRODUCTS
Personal Banking
Business Solutions
Wealth Management
Youth Account
Credit Cards
Mortgages and Borrowing
About Us
Our Story
Media
Governance
Careers
COMMUNITY
Community
Scholarship
Request Sponsorship
Community Account
TOOLS & CALCULATORS
Rates
Mortgage and Loan Calculators
Service Fees
Ways to Bank
Foreign Exchange
Be Fraud Safe
CONNECT
Contact
Send a Compliment
or Report an Issue
Book an Appointment
Search
Locate Branch/ATM
© 2025 Motor City Community Credit Union
Legal | Accessibility | Privacy & Security | Market Code of Conduct
About Motor City Community Credit Union
Motor City Community Credit Union (MCCCU) is truly a complete financial institution built from the ground up in Windsor. We see what you see!
Motor City Community Credit Union's Mission is to enhance the quality of life of our community by delivering quality financial products and services effectively, efficiently and with excellence.
Similar Jobs
Financial Advisor - Wealth Management
Top Benefits
About the role
Financial Advisor -Wealth Management
6701 Tecumseh Road East, Windsor, ON N8T 1E8
Full Job Description
Job Summary
As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding. Our interactions with our members are based on respect and integrity, ensuring that Motor City Community Credit Union (MCCCU) is a great place to build your career. MCCCU is currently looking for energetic, career-oriented persons with exceptional interpersonal and communication skills to join our financial team in the capacity of: Financial Advisor - Wealth Management
Major Duties & Responsibilities
In a financial advisory role, service and proactively develop relationships with new and existing members through a variety of channels (virtual, in person meetings, phone and correspondence). Execute an advice-based process by helping members identify financial goals and planning needs which are periodically reviewed and updated. Cultivate new business through consolidation of assets and referrals. Make suitable investment recommendations and advise members through their financial journey. Build and sustain financial plans for members. Adhere to all compliance and regulatory requirements. Provide timely information, investigate and resolve member issues. Ability to work independently and in a team environment. Lead presentations to members, prospects and team members. Provide reporting to MCCCU on all relevant activities and engagements.
Qualifications, Competencies & Skills
A minimum of 7 years advisory experience within the financial services industry. Strong knowledge of financial markets with a thorough understanding of investment solutions. IFIC licensing required (CSC, LLQP CFP, CIM & other licensing are an asset). Strong service skills – to build/maintain relationships with members, employees and management. Ability to handle outbound calls/meetings to/with existing clients/prospects. Competent understanding of the relevant securities legislation and regulations. Excellent communication skills: verbal, written and presentation. Strong communicator, professional and analytical, positive attitude and genuine commitment to member service.
This role is ideal for individuals passionate about helping clients grow and protect their wealth through strategic financial planning.
Motor City Community Credit Union is committed to equity of employment. As an equal opportunity employer, we would like to thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.
Motor City Community Credit Union endeavours to accommodate the needs of candidates under the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act [AODA] throughout all stages of the recruitment and selection process. If contacted for an interview, please advise if you require accommodation.
In accordance with applicable employment legislation, Motor City Community Credit Union confirms that it does not use artificial intelligence or automated screening tools as part of its recruitment or candidate assessment processes. All candidate applications are reviewed and assessed by members of our hiring team.
In accordance with applicable job posting transparency requirements, this posting is for an existing vacancy at Motor City Community Credit Union.
Job Types: Full-time, Permanent
Pay: $80,000.00-$95,000.00 per year
Benefits
Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Store discount Vision care Wellness program
Ability To Commute/relocate
Windsor, ON N8T 1E8: reliably commute or plan to relocate before starting work (required)
Application Question(s)
How would you rate your knowledge level of financial planning concepts and investment securities?
Education
Secondary School (required)
Experience
Financial Advisory: 7 years (required)
Work Location: In person
PRODUCTS
Personal Banking
Business Solutions
Wealth Management
Youth Account
Credit Cards
Mortgages and Borrowing
About Us
Our Story
Media
Governance
Careers
COMMUNITY
Community
Scholarship
Request Sponsorship
Community Account
TOOLS & CALCULATORS
Rates
Mortgage and Loan Calculators
Service Fees
Ways to Bank
Foreign Exchange
Be Fraud Safe
CONNECT
Contact
Send a Compliment
or Report an Issue
Book an Appointment
Search
Locate Branch/ATM
© 2025 Motor City Community Credit Union
Legal | Accessibility | Privacy & Security | Market Code of Conduct
About Motor City Community Credit Union
Motor City Community Credit Union (MCCCU) is truly a complete financial institution built from the ground up in Windsor. We see what you see!
Motor City Community Credit Union's Mission is to enhance the quality of life of our community by delivering quality financial products and services effectively, efficiently and with excellence.