Financial Planner - Watford & Arkona
- Warwick, ON, Canada
- Watford, ON, Canada
Under this structure, the base salary for this role will be $79,725 + sales incentives (quarterly + annual payouts). · Full-time
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Job details
- Pay
- Under this structure, the base salary for this role will be $79,725 + sales incentives (quarterly + annual payouts).
- Job type
- Full-time
- Apply by
- Experience
- 3 to 5 years of industry experience, with at least two years in a full-time managed investment role (mutual fund sales).
- Posting language
- English
- Posted
Original job description
Career Opportunity
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
We are currently hiring a Financial Planner supporting our Watford and Arkona branches. This job posting is for an existing vacancy.
The Financial Planner role participates in Libro's Sales Compensation program. Under this structure, the base salary for this role will be $79,725 + sales incentives (quarterly + annual payouts).
The Financial Planner takes a proactive approach to helping the mass affluent segment of members achieve their financial goals - including understanding each member’s financial situation, life goals and tolerance for risk. By working with other members of branch & regional teams, they ensure all opportunities are identified and referred to the appropriate representatives to build a full financial relationship with members.
Financial Planners must believe in the long-term power of investment markets to generate excess returns over savings and/or other guaranteed deposits. They will communicate this belief to members, colleagues, and potential investors. This role is designed for experienced Wealth professionals looking to grow their practice management skills, with an emphasis on planning and observational coaching.
This role is dually employed between Libro Credit Union and Aviso Wealth.
The Role
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive
- Caring for the planet and economic growth through sustainable practices.
We are currently hiring a Financial Planner supporting our Watford and Arkona branches. This job posting is for an existing vacancy.
The Financial Planner role participates in Libro's Sales Compensation program. Under this structure, the base salary for this role will be $79,725 + sales incentives (quarterly + annual payouts).
The Financial Planner takes a proactive approach to helping the mass affluent segment of members achieve their financial goals - including understanding each member’s financial situation, life goals and tolerance for risk. By working with other members of branch & regional teams, they ensure all opportunities are identified and referred to the appropriate representatives to build a full financial relationship with members.
Financial Planners must believe in the long-term power of investment markets to generate excess returns over savings and/or other guaranteed deposits. They will communicate this belief to members, colleagues, and potential investors. This role is designed for experienced Wealth professionals looking to grow their practice management skills, with an emphasis on planning and observational coaching.
This role is dually employed between Libro Credit Union and Aviso Wealth.
The Role
- Build relationships with up to ~300 member households of ~$85,000 - $450,000 in investable assets appropriate for managed investment solutions.
- Proactively engage with members and prospects by responding to referrals, data insights and market intelligence to grow portfolio.
- Translate member goals and priorities into modular based financial planning software.
- Refer opportunities seamlessly to appropriate specialists to match expertise to member’s identified needs, including Regional Financial Planner, Insurance Reps, as well as personal and business segment specialists.
- Build relationships with industry professionals and community contacts across the region for ongoing business development.
- Mentor and support peers and teams to identify referral opportunities and best meet member needs.
- Develop collaborative relationships with internal teams and business segments to effectively service members and grow business.
- Work with local Branch Manager and assigned wealth support to create an ongoing business plan identifying activities and setting goals to achieve individual performance expectations and support regional wealth portfolio growth.
- Meet the compliance of established Libro and regulatory policies, procedures and processes to effectively and accurately serve members.
- Make smart risk decisions that protect our members and Libro.
- Maintain all continuing education and licensing requirements of the various regulators and self-regulating organizations: e.g., OSC, CIRO, Aviso Wealth, FP Canada, etc.
- PFP, CFP and/or QAFP designation.
- 3 to 5 years of industry experience, with at least two years in a full-time managed investment role (mutual fund sales).
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
More about this job
Responsibilities
Manage and grow a portfolio of member households by assessing financial goals and risk tolerance, developing financial plans, and recommending appropriate managed investment solutions. Build referral and community relationships, collaborate with internal specialists, support and mentor colleagues, meet business goals, and maintain regulatory compliance and licensing.
Requirements
Candidates should hold a PFP, CFP, and/or QAFP designation and have 3 to 5 years of industry experience, including at least two years in a full-time managed investment role involving mutual fund sales. They should be passionate about improving members’ financial well-being and demonstrate accountability, courage, high performance, and an inclusive mindset.
Skills
- Financial Planning
- Investment Management
- Mutual Fund Sales
- Relationship Building
- Business Development
- Member Engagement
- Financial Needs Assessment
- Risk Tolerance Assessment
- Referral Management
- Portfolio Growth
- Mentoring and Coaching
- Business Planning
- Regulatory Compliance
- Risk Management
- Community Networking
- Continuing Education
Benefits
- Benefits Packages
- Pension Plans
- Incentive Programs
- Generous Vacation Time
- Employee Wellness Program
- Employee and Family Assistance Program
- Fitness Club Discounts
- Technology Offers
- Travel and Entertainment Deals
- Staff Banking Specialists
- Staff Accounts and Rates
- Tuition Assistance
- Career Advancement Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- PFP
- CFP
- QAFP
- Financial Planning
- Managed Investment Solutions
- Mutual Fund Sales
- Investable Assets
- Mass Affluent
- Financial Goals
- Risk Tolerance
- Investment Markets
- Portfolio Management
- Member Referrals
- Business Development
- Practice Management
- Observational Coaching
- Modular-Based Financial Planning Software
- Regulatory Compliance
- OSC
- CIRO
- Aviso Wealth
- FP Canada
- Continuing Education
- Credit Union
- Sales Compensation