Wealth Solutions Specialist

Company Description

PenFinancial Credit Union is a member‑owned financial institution dedicated to improving lives and strengthening communities across Niagara and Haldimand. Serving nearly 20,000 individual members and businesses, we offer full‑service digital and in‑branch banking backed by honest advice and local expertise. Guided by cooperative values—accountability, cooperation, respect, and trust—our people are at the heart of everything we do.

We are a Living Wage employer committed to reinvesting a portion of profits in local programs and initiatives. We offer competitive compensation, performance‑based sharing, a defined contribution pension plan, wellness supports, and opportunities for ongoing learning.

Job Description

Provide exceptional brand experiences for wealth members or prospects with householded assets of $25,000 or less by leveraging knowledge to deliver value‑added advice and financial planning services. Ac...