About this role
Advisor, Wealth at Sunrise Credit Union. Location: Brandon or Canada. Role: providing advice, managing portfolios, developing plans Requirements: Post-secondary education in finance or related field, minimum 5 years wealth management experience, IFC mutual fund, CSC and life insurance licensing required; CFP/PFP/CIM preferred; strong advisory, compliance and portfolio management skills. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: ifc mutual fund, canadian securities course (csc), life insurance, cfp, pfp, cim Commitment: Full Time Workplace: Onsite Languages: English