Job Order Detail

Description

Location: South East Region of Saskatchewan preferred      

Job Purpose
Delivers broad range of investment solutions and sophisticated technical expertise to a portfolio of members. Expands and retains investment portfolio as well as assists in deposit growth by providing detailed financial service solutions including segmented financial plans to members and potential members. Manages a portfolio of members, conducts regular reviews of member portfolios and provides advice to members in order to increase wallet share and market share. Drives referrals to other Specialists and service providers in alignment with internal guidelines to Spectra Financial, Credential Financial Strategies, or Credential Securities Inc. Mobility is important for this role as this position is responsible for retaining and growing member relationships within the community and across a defined region.

Working Conditions
Because Affinity serves members in communities across Saskatchewan, this position will require the successful candidate to travel between locations.

Minimum Qualifications
- 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 or PFP, or equivalent)
   - For 2017/2018 organizational transition purposes only, the designation is required within 24 months of commencement in role
- Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
- Experience in providing expert financial planning advice, as well as providing quality member-centric referrals to other financial solutions experts
- Industry leading sales ability in growing a book, achieving targets, and building a pipeline using a member centric approach
- Experience with using a broad range of digital devices (i.e., smartphones, tablets, laptops, etc.) including on-line investment solutions