Job Title

CAREER OPPORTUNITY Wealth Advisor East Kootenay Region If you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. Reporting dually to both the senior investment advisor and the general manager, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of StellerVista MoneyWorks in the communities it serves. The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines. Travel is required. QUALIFICATIONS You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal perceptiveness to be an effective team member. You are dedicated to a holistic planning approach working with our members. A minimum of five years experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates that hold a post-secondary designation. The successful candidate working within the existing wealth team will have a loyal book of households to start with and to build from to create a successful book/practice. COMPENSATION We are pleased to offer a competitive compensation package including but not limited to participation in extended benefits and pension programs. CURRENT ANNUAL SALARY RANGE: $74,000 - $80,000 Annual salary commensurate to education and experience. PREFERRED JOB LOCATION Cranbrook, B.C. CLOSING DATE Open until filled HOW TO APPLY To learn more about StellerVista MoneyWorks, please visit our website at We welcome interested applicants to submit a resume and cover letter to: Human Resources at StellerVista MoneyWorks: We thank all candidates for their interest, however, only those selected for an interview will be contacted. *StellerVista MoneyWorks is a division of 0948859 B.C. Ltd. which is a jointly owned subsidiary of StellerVista Credit Union & Nelson and District Credit Union. 0948859 B.C. Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. #J-18808-Ljbffr