Financial Planner

As a Financial Planner, you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.

Requirements

• Proactively identify member financial needs and solutions
• Leverage financial planning tools to prepare customized presentations
• Acquire new business from existing members and prospects
• Lead with advice, counselling members on investment strategies
• Review and communicate portfolio performance to members
• Serve as a resource for members and staff with financial planning needs
• Consistently identify opportunities for personal banking and small business insurance
• Use multiple forms of communication to great effect

Benefits

• Competitive salary range of $60,000.00 - $70,000.00
• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References