WPCU
WINNIPEG POLICE CREDIT UNIONWealth Advisor The Winnipeg Police Credit Union is focused on providing superior service and customized financial service solutions to all of its 4400 members. The credit union currently serves its members throughout Winnipeg and surrounding communities in two locations and holds $197 million in assets under administration. Our dedicated employees are proud to promote and support the Winnipeg Police Service, its affiliates, and the many community building initiatives it supports. PURPOSE OF POSITION:Under the general supervision of the Chief Operations Officer, the Wealth Advisor acts as the primary provider of investment, retirement and estate planning products, services and advice to members. They cross-sell a wide range of registered and non-registered investment products including mutual funds that are also financially beneficial to the credit union. They ensure all planning and investment activities are in compliance with regulatory requirements and credit union policies. They provide members with prompt, accurate and friendly service taking every opportunity to promote the WPCU suite of products and services while providing a positive member experience with each interaction. THE PERSON: You have a desire to meet and exceed the expectations of our members, while building a positive rapport with them during each interaction. You are someone who has excellent communication skills (both written and verbal) and you posses good time management skills. You have the ability to work under pressure while maintaining a positive and friendly attitude.You demonstrate an understanding of members’ business needs and posses the skills to listen attentively for opportunities to cross-sell products and services that are mutually beneficial for both the member and the credit union. MINIMUM EDUCATION AND EXPERIENCE:Grade 12 Post-secodnary education or equivalent education and experienceMutual fund licenseCFP or PFP Designation preferred (or willingness to complete) Six to eight years of job related experience Credit Union system experience would be considered an asset The Winnipeg Police Credit Union offers a comprehensive benefits package and the opportunity to participate in the Incentive Pay Plan. A competitive salary is offered and is based on your qualifications, track record and experience. Interested applicants are encouraged to submit their resume to Human Resources at WPCU by email at: hrwpcu@wpcu.ca or by fax at (204) 949-0821. Closing date: August 9, 2019We thank all interested applicants but only those chosen for an interview will be contacted. ................
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