Job Description

Ready to launch your career?

Come work with us.

Who we're looking for.

NLCU is looking for an enthusiastic, creative, dynamic individual to become our next:

Wealth Management Advisor

Grand Falls - Windsor, NL



The Wealth Management Advisor will provide objective advice and develop customized/comprehensive financial plans for NLCU members. You will identify business opportunities, establish members' financial objectives, gather, process and analyze relevant information to develop a financial plan and continue to monitor that plan. The Wealth Management Advisor will also gather and attempt to consolidate members' assets and liabilities from outside our organization and transfer them into NLCU.


Through establishing, developing and maintaining long term, full service relationships with existing members, as well as the solicitation of new individuals and businesses, you will grow your portfolio. With a positive member experience being top priority, you will provide specialized expertise in the all aspects of financial planning, including recognizing and referring members and potential members to branches to expand members' total relationship with NLCU for lending, deposit, tax preparation and other related products/services


To be successful in this role, you should have a minimum of 2 years of industry experience in investment and/or insurance sales and financial planning, along with the ability to expand a current book of business by maximizing existing relationships. A post-secondary degree/diploma or equivalent industry experience is an asset. You should have completed, or be willing to complete, a recognized Personal/Certified Financial Planner designation and hold or willing to complete a valid Life License (LLQP).

Who we are.

NLCU is made up of a team of approximately 130 professionals who are committed to creating a better everyday for our members by providing exceptional banking advice and service.


The financial well-being of our members is our first priority. We are passionate about what we do because we believe that first-rate service and advice puts our members on the road to financial success.


When our members succeed, we succeed!

What we value.

We value our relationships, our people, and our communities. These values are reflected in who we hire, how we work together, how we serve our members, and how we give back to our communities.



NLCU is an equal opportunity employer. We would like to thank all interested candidates; however, only those selected for an interview will be contacted.