Financial Planner

A wealth management subsidiary of Kootenay Savings – The region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision: To be the best provider of financial services and the best place to work in the communities we serve.

Do you… have experience in financial planning and thrive in an ever-evolving work environment? Are you a sales-oriented individual with a genuine interest in helping people meet their financial goals? Are you results driven and have what it takes to improve clients/members financial lives?

If so… we should talk.

We are currently seeking an experienced Financial Planner for our East Kootenay Region. As the Financial Planner, you will provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning. The successful candidate will be required to travel as required to our East Kootenay branches however they will have the option of being based out of our Kimberley or Invermere location of Kootenay Savings MoneyWorks.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients. As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having a Mutual Funds License and/or are willing to complete your Level II Life Insurance License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

• Competitive salary and benefits
• Paid vacation, sick time and floating holidays
• Continual training, development and coaching
• Confidential employee and family assistance program
• Flexible work options to support work-life balance
• Unique staff benefits on products such as bank accounts, loans & mortgages
• The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
• Being part of an organization that puts their community and employees first
• Being part of a talented and dedicated team who improve our members’ financial lives

For more information about the breathtaking Columbia Valley, visit

For more information about the Kimberley area, visit

For more information about Kootenay Savings MoneyWorks, please visit and click on the Wealth tab.

Applicants are asked to apply online through the careers section of our website at

Closing date: Open until filled

We thank all applicants for their interest; however only short listed applicants will be contacted.

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