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Wealth Planning Specialist
Webster First Federal Credit UnionWealth Planning Specialist offers comprehensive financial planning advice to high value members in assigned branches. Proactively seeks business development opportunities and provides mentoring.
About the role
Key responsibilities & impact- Provides professional and comprehensive financial planning advice to high value members within assigned credit union branches.
- Completes a review of the member’s investment portfolio and provides recommendations that meet the members life cycle needs.
- Proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services.
- Provides support/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required.
- Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.
Requirements
What you’ll need- Bachelor's Degree in related discipline or equivalent combination of education and experience required
- Mutual Funds License and CFP designation required
- 6 years' experience in an investment/financial planning advisory sales position required
- Familiarity with financial planning tools/software preferred
- Proven superior knowledge of a wide range of investment products and services preferred
- Proven networking and relationship building skills
- Superior sales abilities e.g. active listening, identifying business opportunities, influencing and negotiating to close sale
- Demonstrated ability to communicate both verbally and in writing with a wide variety of people
- Ability to analyze financial statements
- Proficient in computer software programs, e.g. Microsoft Office, web-based applications.
- Proficient with planning software, e.g. PlanPlus
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Benefits
Comp & perks- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle
- Paid time off to volunteer and make a meaningful impact
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment portfolio analysisbusiness developmentsalesfinancial statement analysisinvestment products knowledgerisk management
Soft Skills
networkingrelationship buildingactive listeninginfluencingnegotiatingverbal communicationwritten communication
Certifications
Bachelor's DegreeMutual Funds LicenseCFP designation