Financial Planner - Partner - RCU Insurance Services

Aviso; Summerland; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services company located in Summerland is seeking a skilled professional for a role focused on managing relationships with high-value clients. The successful candidate will have a Certified Financial Planner designation and experience in financial planning and sales. This position offers the opportunity to develop investment strategies and engage in proactive sales and business development activities.

Qualifications

• 3-5 years of experience or equivalent education and experience.
• Demonstrated commitment to applying policies and procedures.
• Experience in a sales environment with targets and goal setting.

Responsibilities

• Proactively develops and manages a portfolio of high-value member relationships.
• Conducts interviews with members to clarify financial goals and objectives.
• Engages in proactive sales and business development activities.

Skills

Customer service orientation

Sales experience

Strong communication skills

Organizational skills

Education

Certified Financial Planner Designation

Registered to sell mutual funds

Life Insurance License

Job description

Position Description

Job Purpose
This position provides services similar to the Investment Specialist but typically serves clients with more complex financial planning needs. It has a primary focus on high-value clients and requires an insurance license.

Key Areas of Accountability

• Registered to sell mutual funds, CFP designation holder, and possibly insurance licensed
• Proactively develops and manages a portfolio of high-value member relationships; assesses and anticipates individual member needs to maximize member relationships; develops a contact management plan; conducts regular portfolio reviews with members
• Conducts interviews with members to clarify financial goals and objectives in the short and long term. Completes comprehensive financial analyses to develop investment strategies and provides financial plans and advice on wealth management, insurance, tax planning, investment, retirement, and estate planning
• Engages in proactive sales and business development activities including follow-up, direct marketing, and professional contact with prospects; maintains partnerships with other credit union areas; liaises with branches, insurance services, and investment product suppliers
• Provides coaching and guidance to junior investment staff
• Develops new business through seminars, demographic studies, and surveys

Qualifications

• Certified Financial Planner Designation
• Registered to sell mutual funds and Life Insurance License an asset
• 3-5 years of experience or equivalent education and experience
• Demonstrated commitment to applying policies and procedures in daily functions
• Customer service orientation, driven to meet needs and resolve problems
• Team player, committed to team success
• Strong organizational, time management, communication, and interview skills
• Experience in a sales environment with targets and goal setting

Core Competencies

• Listening, Understanding, and Responding: Ability to listen, understand, and respond appropriately in interactions
• Results Orientation: Focus on achieving excellence and challenging goals
• Adaptability to Change: Willingness to adapt to various situations and perspectives
• Customer Service Orientation: Desire to help, serve, and build relationships with members and internal customers
• Teamwork and Co-operation: Ability to work collaboratively within a team

Direct Reports
This position has no direct reports.

• Disclaimer: Mutual funds and securities are offered through Aviso Wealth, and insurance products through RCU Insurance Services Ltd., a subsidiary of Cascadia Credit Union. Insurance products are subject to terms and conditions and are not guaranteed or insured by a deposit insurer.