Penfinancialcreditunion

Wealth Solutions Specialist

Welland, ON, Canada

Sponsorship not specified$61k-$77kDetected 8 days ago

AccessibilityBudgeting

About the role

As a values-driven alternative to traditional banks, PenFinancial is built to put people - not profits - first.
Act as primary resource for account openings.
Act as the primary resource for opening new small wealth accounts and effectively match appropriate services to member client needs.

Build value-added relationships with both members and non-members to promote PenFinancial as a financial institute of choice with the community.
Keep a watch for opportunities to promote other member services to support member success.
Lead the small wealth account opening process.
Ensure that appropriate documents are processed that are associated with the sale of savings and registered and non-registered investment products, transfers, or withdrawals.
Support compliant accounts.
Perform other assigned responsibilities.

As required, make referrals to appropriate staff.
Complete all administrative duties accurately and as per required timelines - "first time right" including preparing instructions in support of complete, accurate and compliant wealth documentation.

$61,233 - $76,541
Salary will be determined based on skills, experience, education and other qualifications relevant to this position.

This listing is sourced directly from Penfinancialcreditunion's careers page and normalized into a canonical job model.