Job Posting Details

Financial Planner, Affinity Credit Union

Location:Regina and area, Saskatchewan
Posting Date:February 2, 2018
Closing Date:February 25, 2018
Web Site:www.affinitycu.ca
Employment Type:Full-time

Were building a stronger credit union. Join us!

 

 

At Affinity Credit Union, we think differently. As a financial co-operative, we’re guided and inspired by principles that aim to advance the well-being of our members and communities. And we’re motivated to do more for them by deepening relationships and delivering a remarkable experience.

But our focus isn’t just on those who do business with us. We exist because of our members and our employees are our members too. We count on our exceptional employees to get us to where we need to be. We offer the benefits, life-work balance and endless opportunities for you to be engaged and inspired at work and in your community. As we undergo a positive transformation and work to build a stronger credit union, we need the talent to help get us there.

As a thriving hub for locally owned businesses and a place that people are proud to call home, Regina offers significant potential to deliver even more member convenience.

We’re looking for a Financial Planner in Regina and area. As a Financial Planner, your role is to 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 providing exceptional service and build relationships with those in their community and/or region.

 

You’ll be instrumental in building strong communities. You’ll share our core value of putting people before profits and be guided by our vision of building a better world for everyone, every day.

 

Our work environment is collaborative, progressive and rewarding. You’ll be part of a team who shares your commitment, energy and passion for delivering the most exceptional member experience. We can’t wait for you to join the better banking movement.

 

Technical Knowledge Required:

  • 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 to other financial solutions experts
  • Experience with using a broad range of digital devices (i.e., smartphones, tablets, laptops, etc.) and on-line investment solutions

 

Learn more and apply!

 

If you are interested in becoming part of our exceptional team, please forward your cover letter and resume to careers@affinitycu.ca or drop-off your resume at any of the Affinity Credit Union locations by February 25th, 2018.