Financial Planner
Affinity Credit Union•Regina, SK
•Remote
About The Position
We’re looking for someone to help secure the financial future of our members serving as a Financial Planner in 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.
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)
- Mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
- Successful completion of Responsible Investment (RI) Course within 12 months of starting
Responsibilities
- 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
Benefits
- Health and dental benefits
- Pension
- Health spending account
- Vacation time
- Personal days off
- Paid volunteer day
- Referral bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
