Financial Planner

Affinity Credit Union; Regina; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Pension

Health Spending Account

Vacation

Personal days

Paid volunteer day

Job summary

Affinity Credit Union in Regina and surrounding communities seeks a Financial Planner to develop tailored financial plans and provide expert guidance across all aspects of member planning. You'll use technology to educate members, drive sales, and grow and retain business while promoting Affinity through community outreach and strong member relationships.

The role offers career growth, a competitive salary with benefits including health and dental, pension and a health spending account, plus

Qualifications

• Develop comprehensive financial plans for members.
• Provide expert guidance across retirement, investments, insurance and estate planning.
• Build strong member relationships and deliver excellent service.
• Stay current with financial regulations and planning standards.

Responsibilities

• Develop financial plans for our members.
• Provide support and expertise in all aspects of financial planning.
• Leverage technology to educate members and deliver a remarkable experience, drive sales, grow and retain business.
• Promote Affinity through community outreach and recruiting new members.

Skills

Financial planning

Relationship building

Member service excellence

Sales & advisory

Education

Post-secondary diploma or degree in a related field

Financial planning designation (CFP, QAFP, or PFP)

Mutual funds course (CSC, IFIC, or equivalent)

RI course completion within 12 months of starting

Job description

Posted Thursday, August 6, 2026 at 8:00 AM

af-fin-i-ty (noun):

• a natural compatibility
• the name on our doors

We want our employees to feel greatcoming to work so that’s why we give our talent the tools to excel. After all,a remarkable employee experience leads to extraordinary experiences for ourmembers. If you have an affinity for working in a vibrant environment whereyour achievements are celebrated, then a career with us sounds like the perfect fit!

We’re looking for someone to help secure the financial future of our members serving as a Financial Planner in our Regina and area Advice Centres. This position allows you to be mobile so you can concentrate on providing exceptional service and build relationships with members in their community or region.

What you’ll do:

• Develop financial plans for our members
• Provide our members with support and expertise in all aspects of financial planning.
• Leverage technology to provide member education and deliver a remarkable member experience, drive sales, grow and retain business.
• Promote the interests of Affinity through community outreach activities, generating opportunities and attracting new members

What you’ll get:

• The support to grow in your career with opportunities to advance
• A competitive salary and total rewards package including health and dental benefits, pension and health spending account
• Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
• A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

• Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
• Financial planning designation (CFP, QAFP, or PFP)
• Mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
• Successful completion of Responsible Investment (RI) Course within 12 months of starting