Financial Planner

Prime Management Group; London; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales, focusing on community-oriented financial planning.

Qualifications

• 3-5 years of industry experience, including at least 2 years in managed-investments or mutual-fund sales.
• Demonstrated ability to provide holistic, personalized financial advice.
• Familiarity with compliance regulations and financial compliance.

Responsibilities

• Build and maintain strong relationships with Owner households.
• Engage Owners using referrals, data insights, and community connections.
• Partner with specialists to provide comprehensive solutions.

Skills

Communication skills

Relationship-building

Teamwork

Personalized financial advice

Education

Professional designation: PFP, QAFP, or CFP

Job description

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing prosperity for people, businesses, and communities using an inclusive, forward-thinking approach to banking.

Prime Management Group Inc. is proud to partner with Libro Credit Union in the search for a passionate and experienced Financial Planner to be based in Strathroy, ON to support the Lambton Kent Middlesex region. This role offers an exciting opportunity to make a lasting impact by helping individuals and families achieve financial confidence and long-term prosperity.

As the Financial Planner you will play a key role in serving Libro Owners, building strong relationships and developing personalised financial plans that reflect each Owner’s goals, values, and risk tolerance. Managing approximately 300 Owner households (typically $85,000 – $450,000 in investable assets), you will work collaboratively across teams and business lines to ensure a seamless, purpose-driven experience.

Responsibilities

• Building and maintaining strong, long-term relationships with Owner households through proactive financial planning and advice.
• Engaging Owners and prospects using referrals, data insights, and community connections.
• Partnering with internal specialists—including Investment, Insurance, and Business Advisors—to provide comprehensive solutions.
• Developing and executing a structured business plan with measurable growth goals.
• Mentoring peers and contributing to a culture of collaboration and financial literacy.
• Maintaining compliance with Libro, Aviso Wealth, and all relevant regulatory bodies (OSC, CIRO, FP Canada).
• Making informed, responsible decisions that protect both Owners and Libro.

This position is ideally suited for an experienced wealth professional seeking to advance their practice-management skills within a values-based, community-focused financial institution.

Qualifications

• A professional designation: PFP, QAFP, or CFP (required).
• 3-5 years of industry experience, including at least 2 years in a managed-investments or mutual-fund sales role.
• Demonstrated ability to provide holistic, personalized financial advice.
• Strong relationship-building, communication, and teamwork skills.
• Alignment with Libro’s values of Accountability, Courage, High Performance, and an Inclusive Mindset.

If this opportunity resonates with you, please submit your resume in confidence to Prime Management Group Inc. on behalf of Libro Credit Union. Click here to apply. Requests for additional information regarding the role, and/or confidential suggestions or nominations of suitable candidates may also be submitted to Jay McKillop at [e-mail]