Wealth Consultant

Role overview

Key accountabilities

• Co-manage a shared portfolio and provide consistent advice, service standards, and member experience.
• Advise members with up to $50,000 in investable assets and engage them through video, telephone, and in-person interactions.
• Assess member objectives, investment knowledge, and risk tolerance; recommend suitable approved solutions, primarily NEI mutual funds.
• Use NEI planning tools and calculators to provide basic guidance and support good financial habits.
• Maintain KYC and KYP information, conduct suitability assessments, and keep recommendations appropriate as circumstances change.
• Identify contribution, consolidation, and external asset-transfer opportunities; refer members to appropriate ACU and digital wealth services.
• Maintain knowledge of Qtrade offerings, financial markets, industry trends, and basic taxation considerations.
• Contribute to operational efficiency, service improvements, team success, and ACU's community and workplace commitments.

Education and experience

• Post-secondary education plus two to three years of related financial-services experience, or an equivalent combination.
• A valid Mutual Funds license is required.
• Previous experience working in a financial institution is required.

Occupational skills

• Analyze member needs and recommend appropriate products and services.
• Build trust and lasting relationships using strong interpersonal, verbal, and presentation skills.
• Manage multiple priorities with strong organization, time management, accuracy, and attention to detail.
• Work collaboratively in a team-based advisory model while managing individual responsibilities.
• Demonstrate self-motivation and commitment to continuous learning and improvement.
• Proficiency with Microsoft Office applications.