Financial Planning Advisor - Canada - Kindred Credit Union

Kindred Credit Union Canada

3 weeks ago

Description

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

You're invited to make a difference... as a full-time Financial Planner in Aylmer .

In this role you will work alongside our members, building relationships to understand their life goals and values, financial circumstances and tolerance for risk.

Whether starting a member on a savings plan for a first home purchase, for retirement, or to plan withdrawal of assets during retirement, you'll be there at each stage of life to help members realize their goals.

Proactively manage a portfolio of members, building long term relationships
Provide financial planning for members needing comprehensive advice
Advise members about savings strategies, long term benefits of mutual funds to generate greater returns compared to GICs and deposits, and socially responsible investment options
Collaborate with other specialists for members needing insurance or credit solutions

You are excited about how Kindred's investment portfolio options allow members to experience banking with purpose, and finally, you are committed to building members' financial knowledge and confidence in their financial decisions.

Completion of a post-secondary program in Business or a related field
~5+ years of investment and financial planning experience
~ MFDA license and experience selling funds

You'll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we'll work together to achieve work-life quality and to care for your overall wellness.

Your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff.

Staff benefits on financial products & services (including Group RSP matching)

As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace.

Kindred's values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.

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