Tuesday to Friday
9:30 am to 5:00 pm
Saturday
9:30 am to 2:30 pm

  Ph. 250.495.6522
Fax. 250.495.3363
Email. [email protected]

Careers

Available Positions

Associate Advisor in Wealth Management

The Associate Advisor is a career building position supported by professional mentorship.

  • The right candidate will grow with the position to build and manage a book of business while developing into a fully Certified Financial Planner

Responsibilities:

  • Work with clients’ to fulfill their existing and future needs
  • Provide a wide aspect of advice and services to clients within your assigned portfolio
  • Prepare professional correspondence
  • Accurately work within the CRM software
  • Function effectively in high pressure situations by being flexible, utilizing strong time management, communication and prioritization skills

 

What you need to be successful:

  • Be licensed as a Mutual Fund Investment Specialist on the MFDA platform or eligible to be licensed within 3 months of employment
  • 3+ years’ experience within financial services industry
  • Excellent working knowledge of Microsoft Office Word, Outlook, Excel
  • Knowledge of Wealth Management and CRM software systems is an asset
  • Strong communication skills specific to the sales and services environment
  • Proven history of taking initiative to build business and seek out opportunity

 

Who you are:

  • You are comfortable working under pressure and meeting deadlines
  • You thrive in a team and client focused environment
  • You have a passion to learn
  • You are driven and self-motivated
  • You have the initiative to work independently
  • You value making a difference in the lives of clients and the community

 

 

OCU Wealth Management is a division of Osoyoos Credit Union (OCU). Since 1946, OCU has been the favorite financial institution in Osoyoos, BC. Like their Wealth Management division, they are known for their superior service and competitive financial products. By joining our team you become part of something bigger, not just something big.

 

Please send your resume to:

[email protected] or call Jay Corrado 250.980.4518

OCU Wealth Management Services Ltd. is a wholly owned subsidiary of Osoyoos Credit Union