Job Title

OverviewWealth 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.ResponsibilitiesProvide 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.QualificationsMinimum 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.CompensationCompetitive compensation package including extended benefits and pension programs.Current annual salary range: $74,000 $80,000.LocationPreferred job location: Cranbrook, B.C.How to ApplyTo learn more about StellerVista MoneyWorks, visit Submit a resume and cover letter to:Human Resources at StellerVista MoneyWorks: DateOpen until filled #J-18808-Ljbffr