Investment Advisor

Position Description: Reporting to the Manager of Member Experience, you will:

Manage and grow a portfolio of member investment relationships.

Maintain compliance with CIRO regulations and applicable industry standards.

Provide advice on registered and non-registered accounts, mutual funds, managed solutions, fixed income products, and other investment offerings available through Aviso Wealth and Unity Credit Union.

Conduct portfolio reviews and proactive investment planning discussions.

Identify opportunities to deepen member relationships and provide tailored financial solutions.

Work collaboratively with staff and leadership to generate referrals and deliver coordinated member experience.

Build new business through networking, community involvement, and relationship development.

We are seeking a candidate with current CIRO registration through a CIRO-regulated dealer, or the ability to obtain registration within an agreed-upon timeframe. The ideal candidate will have experience providing investment advice, conducting portfolio reviews, and building strong client relationships. A post-secondary diploma or degree in Business, Finance, Financial Planning, or a related field, or an equivalent combination of education and experience, is required.

The successful candidate will be required to meet fidelity bonding requirements, including declaration of work history, completion of reference checks, a criminal record check, and a credit check.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. The Managed Portfolios are distributed by Aviso Wealth. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.