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Financial Planner

17 hours ago

Regina, Saskatchewan, Canada Affinity Credit Union Full time
We're looking for someone to help secure the financial future of our members serving as a Financial Planner in one of our Regina and area Advice Centres. This position allows you to be mobile so you can concentrate on providing exceptional service and build relationships with members in their community or region.
What you'll do:

Develop financial plans for our members
Provide our members with support and expertise in all aspects of financial planning.
Leverage technology to provide member education and deliver a remarkable member experience, drive sales, grow and retain business.
Promote the interests of Affinity through community outreach activities, generating opportunities and attracting new members

What you'll get:

The support to grow in your career with opportunities to advance
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 so you can maintain a healthy life/work balance
A referral bonus when you scout great talent and they're hired to join our team

What you've got:

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)
Mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
Successful completion of Responsible Investment (RI) Course within 12 months of starting