Financial Planning Professional
1 day ago
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 RoleWe'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.
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.
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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