Financial Planner

Job Listing No: 9740000

Financial Planner

Affinity Credit Union – Saskatchewan – Job Purpose Delivers comprehensive financial plans for members within a defined target segment. Develops financial plans based on industry standards and guidelines, as well as acts as a consultant to members and potential members. Manages a portfolio of member financial plans, conducts regular reviews and provides ongoing advice. Expands and retains investments and wallet share, measured through successful referrals. 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 degre… – Permanent – Full-time

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