Financial Planner Professional
2 days ago
About the Role:
We are seeking a skilled Financial Planner to join our team at Affinity Credit Union. As a Financial Planner, you will be responsible for developing financial plans for our members, providing support and expertise in all aspects of financial planning, and leveraging technology to deliver a remarkable member experience.
Key Responsibilities:
- Develop comprehensive financial plans for our members, taking into account their unique financial goals and objectives.
- Provide expert advice and guidance on all aspects of financial planning, including investment, retirement, and estate planning.
- Leverage technology to deliver personalized member education and support, driving sales and growth.
- Promote the interests of Affinity Credit Union through community outreach activities, generating new business opportunities and attracting new members.
What You'll Get:
- A competitive salary and total rewards package, including health and dental benefits, pension, and health spending account.
- Vacation time, personal days off, and a paid volunteer day to maintain a healthy work-life balance.
- A referral bonus for scouting great talent and helping them join our team.
Requirements:
- Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience.
- Financial planning designation (CFP, QAFP, or PFP) is a requirement.
- Mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility.
- Successful completion of the Responsible Investment (RI) Course within 12 months of starting.
Why Join Us:
Affinity Credit Union offers a supportive and collaborative work environment, with opportunities for growth and development. We are committed to helping our members achieve their financial goals and live their best lives.
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