Financial Planning Professional

1 day ago


Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time
About 1st Choice Savings and Credit Union Ltd.

As a full-service financial institution, we serve over 18,500 members across Southern Alberta with assets under administration exceeding $950 million. Our strong credit union is poised for growth, guided by a corporate purpose and principles that prioritize our members' financial well-being.

The Role

We're seeking an experienced Financial Planning Professional to join our team. In this role, you'll proactively manage and maintain relationships with assigned members, helping them achieve their short- and long-term goals through investment and lending solutions. You'll also engage with the community, promoting awareness of 1st Choice Savings in your network.

Duties and Responsibilities
  • Provide expert guidance on investment options, including mutual funds, locked-in funds, RESPs, and RIFs.
  • Develop and maintain strong relationships with centers of influence, management, members, and the community.
  • Manage risks within sound business practices and comply with regulatory requirements.
  • Promote Business Development initiatives aligned with our corporate strategy and brand promise.
Requirements

To succeed in this role, you'll need:

  • Post-secondary education in commerce or finance, or an equivalent combination of education and experience.
  • A solid understanding of retail lending (including mortgages) and investment products.
  • Mutual Funds license and experience.
  • 3-5 years of experience in the financial services industry.
  • Highly flexible with strong interpersonal skills to work effectively in a diverse environment.
Compensation Package

Our competitive compensation package includes an estimated salary range of $65,000 - $80,000 per year, depending on experience. We offer a dynamic work environment, opportunities for growth, and a chance to make a meaningful impact in the lives of our members.



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