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Financial Advisor - Wealth Management

Student-Friendly Entry-Level
Company

Motor City Community Credit Union

Location

windsor, Canada

Posted

June 06, 2026

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About This Opportunity

Full job description

Job Summary
As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding. Our interactions with our members are based on respect and integrity, ensuring that Motor City Community Credit Union (MCCCU) is a great place to build your career. MCCCU is currently looking for energetic, career-oriented persons with exceptional interpersonal and communication skills to join our financial team in the capacity of:Financial Advisor - Wealth Management

Major Duties & Responsibilities

  • In a financial advisory role, service and proactively develop relationships with new and existing members through a variety of channels (virtual, in person meetings, phone and correspondence).
  • Execute an advice-based process by helping members identify financial goals and planning needs which are periodically reviewed and updated.
  • Cultivate new business through consol...