Job Order Detail

Description

affinity (noun):
1. the name on our doors
2. a quality that makes things suited to each other

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to an extraordinary experience for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.

Were looking for someone to help secure the financial future of our members serving as a Financial Planner in our northern 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 youll 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 youll 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 theyre hired to join our team

What youve 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