Job Title

Overview Wealth Advisor - East Kootenay Region for StellerVista MoneyWorks (division of 0948859 B.C. Ltd.), in partnership with Nelson & District Credit Union. This is a partner opportunity within the StellerVista MoneyWorks and NDCU MoneyWorks collaboration serving the Kootenay-Boundary region. Responsibilities Provide financial advice and assistance to clients/members, supporting a holistic planning approach and strengthening the presence of StellerVista MoneyWorks in the communities it serves. Work with the senior investment advisor and general manager, reporting dually to both, and maintain a flexible schedule to meet client needs; travel as required. Qualifications Minimum five years of experience in providing holistic financial advice (financial planning, investment, risk assessment, and insurance options). Certified Financial Planner (CFP) designation or progress toward it; licensed to sell securities and life insurance in British Columbia. Post-secondary designation preferred. Strong relationship-building, interpersonal, and collaborative skills to work effectively within a wealth team. Compensation Competitive compensation package including extended benefits and pension programs. Current annual salary range: $74,000 $80,000. Location Preferred job location: Cranbrook, B.C. How to Apply To learn more about StellerVista MoneyWorks, visit Submit a resume and cover letter to: Human Resources at StellerVista MoneyWorks: Closing Date Open until filled #J-18808-Ljbffr