Financial Planner

OverviewWe are currently seeking a Financial Planner to join our team.ResponsibilitiesFinancial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and engages with existing and new or potential members to deepen relationships. Utilizes financial planning tools to develop plans and recommendations to meet members investing/financial planning goals; meets investment sales targets through advisory sales and financial planning; analyzes and identifies member needs through interview process; identifies member goals and risk tolerance; develops recommendations; collaborates with Wealth Planning Specialists to ensure members receive comprehensive financial planning. Processes a full range of complex member transactions including MFDA products, retail mortgages, personal and RRSP loans, opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. Utilizes the Day in the Life as a guideline to prioritize and manage schedules to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.Portfolio Management: Manages and grows an assigned four quadrant portfolio of high value members; develops methods to ensure members within portfolio are contacted regularly; ensures portfolio reflects life stage and risk tolerance; makes recommendations on adjustments to portfolio as required; drives asset consolidation by helping members implement the recommended financial plan within the credit union.Business Development: Develops and executes an annual business development plan to secure new member accounts or existing member new wealth business; builds collaborative relationships with branch staff to identify current and potential members with investment and financial planning needs; develops opportunities for retail banking products and services with CU branch partners; develops internal and external referral networks through community events, online social media and other networking activities.QualificationsCollege, Trade or Tech School Diploma (2 years) required; Bachelors degree preferredMutual funds license requiredPFP designation required at minimum; CFP designation considered an asset5 years’ experience in financial planning/investment sales with the proven ability to consistently meet or exceed targets2 years’ experience with retail lending requiredExpert knowledge of the investment industry, products, and the principles of investment advice/financial planning required“Four quadrant” member transaction experience preferredProven track record of exceptional sales results preferredRetail banking experience preferredSuperior sales abilities including active listening, identifying business opportunities, influencing & negotiating, asking for the businessProven relationship building, networking, and client acquisition skillsProven track record achieving or exceeding sales targets in retail lending and investment products and serviceProven strong communication skills with ability to communicate both verbally and in writing or through presentations with a wide variety of peopleProficient with computer software programs, e.g. Microsoft OfficeDemonstrated financial planning skillsProficient with planning softwareDisplays an understanding of risk and risk ownership by demonstrating adherence to policies and proceduresJob detailsEmployment type: Full-timeSeniority level: Mid-Senior levelJob function: Finance and SalesAbout Us / What’s in it for youMental health coverage and resourcesCustomizable health benefits, as well as topped-up parental leavePerformance-based compensation, employee banking advantages and group RRSP matchingVacation time and flexible work arrangements to support your lifestyleWe are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The total cash compensation earned may vary based on bonuses and incentives, an individual’s skills and experience, and may correlate with performance in the role.We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. We offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to ESG practices.Take the next step in your career as part of our team. Apply for this opportunity.Note: If you are being considered for this role, you will be required to complete a background check (employment verification, credit check and criminal record check). #J-18808-Ljbffr