Job Order Detail

Description

Are you looking for a career that offers endless personal potential and makes a difference in the community? Look no further. Affinity Credit Union is expanding our team, and we want someone whos driven, passionate and looking to build a better world.

As a Financial Planner in Regina and area, youll deliver solid financial advice and solutions that consistently meet or exceed our members expectations. This position allows you to be mobile so you can concentrate on building relationships with members in their community.

The role
- Provide financial advice that looks out for the members best interest
- Develop financial plans and act as a consultant to members and potential members
- Conduct regular reviews and provide ongoing advice
- Expand and retain wallet share, measured through successful referrals

What you can expect in return
- The training and mentorship you need to be great
- Earn up to $82,000 a year, plus variable incentive pay
- A comprehensive total rewards package including health and dental benefits, a pension plan and health spending account
- Countless opportunities to advance your career within the credit union

Skills needed to be successful in this role
- 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)
- 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.
- Experience with using a broad range of digital devices (e.g. smartphones, tablets, laptops) and online investment solutions

Were committed to providing a remarkable employee experience. Our work environment is co-operative, fast-paced and challenging.