Wealth Solutions Advisor

Job Details

Description

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Wealth Solutions Advisor to join our Wealth & Advisory Services team.

The Wealth Solutions Advisor is responsible for co-managing a shared portfolio of existing Aviso Wealth investors; effectively utilizing non in-person meeting channels (video/telephone) to support basic servicing, planning and prospecting, while efficiently working as a team. After conducting a meaningful discovery to identify external asset consolidation and sales leads including conversion to full-service Cambrian membership, investors will be triaged appropriately. A core focus will be to digitally refer and transition inve...