Financial Advisor

3 days ago

Waterloo, Canada Libro Credit Union Full time

Career Opportunity

Who We Are
Imagine working for an organization where every employee and customer is an Owner.

No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.

What Opportunity Awaits?

Libro has an opening for a passionately accountable Financial Advisor supporting our Waterloo region. The Financial Advisor takes a proactive approach to helping the mass affluent segment of Owners achieve their financial goals - including understanding each Owner’s financial situation, life goals and tolerance for risk. This role works with other members of branch & regional teams to ensure all opportunities are identified and referred to the appropriate representatives to build a full financial relationship with Owners. Financial Advisors believe in the long-term power of investment markets to generate excess returns over savings and/or other guaranteed deposits. They communicate this belief to Owners, colleagues, and potential investors. This role is designed for experienced Wealth professionals looking to grow their practice management skills, with an emphasis on planning and observational coaching.

What you will do - The Epic Human we are looking for will;
Have a primary role of building relationships with up to ~300 Owner households of ~$85,000 - $450,000 in investable assets that are appropriate for managed investment solutions (i.e. mutual funds, and not GICs.)

Network and reach out proactively to Owners and prospects responding to referrals, data insights and market intelligence, to grow wealth portfolio.

Translate Owner goals and priorities into modular based financial planning software. These plans will form the basis of all future investment decisions for the Owner and will be reviewed and updated periodically.

Demonstrate thorough understanding of product shelf offered through Credential Asset Management; show ability to explain the increased emphasis on fee-based solutions vs. embedded fees with these products to Owners.

Believe in and communicate the long-term power of investment markets to generate excess returns over savings and/or other guaranteed deposits.

Build relationships with industry professionals and community contacts across the region for ongoing business development.

Participate in promotions and location campaigns to build Libro’s brand and grow business.

Invest time and expertise with local community groups, aligned to Libro Pillars (participating on Boards, professional associations etc.) to deliver on Libro’s Prosperity Purpose.

Meet the compliance of established Libro and regulatory policies, procedures and processes to effectively and accurately serve Owners.

Makes smart risk decisions that protect our Owners and Libro.

Responsible for balancing training, regulatory updates, etc., from both Libro Credit Union and Credential Asset Management Inc as this role is dually employed by both.

What we are looking for - Could this be you?

Minimum of a post-secondary diploma or some business courses or related studies. University degree to meet future Certified Financial Planner (CFP) designation requirements, preferred.

Must hold a PFP and/or QAFP and/or CFP® Designation, with preference given to the having Responsible Investment Specialist or equivalent.

Industry experience of 3-5 years, with at least 2 years in a full-time managed investment role (mutual funds sales.)

**What is in it for you - How we bring Joyful in our work**:
Strong Compensation offering, including a competitive base salary and sales incentive plan

Comprehensive benefit package including health, dental, and vision

Generous vacation time

Employee wellness programs

Staff accounts and Staff rates on products and services

Staff appreciation programs and awards

Career development opportunities including tuition assistance

A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team

If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in southwestern Ontario - we want to hear from you

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing.

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Following the advice of Canadian health authorities to mitigate the

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