Financial Planner- St Thomas

Libro Credit Union; St. Thomas; On-site; CAD 78,000 - 105,000; Full time

Benefits offered by this job

Competitive salaries

Generous vacation time

Employee wellness program

Staff banking specialists

Tuition assistance

Job summary

Libro Credit Union, St. Thomas Branch, is hiring a full-time Financial Planner to support member wealth planning and relationship growth.

This role partners with Aviso Wealth in a dual arrangement and targets mass affluent members with tailored investment guidance and planning. Responsibilities include building client relationships, translating goals into planning actions, and coordinating with specialists to expand advisory services.

Qualifications

• CFP/PFP/QAFP designation required.
• 3–5 years industry experience, with at least two years in a full-time managed investment role.
• Passion for helping people grow their financial well-being.

Responsibilities

• Build relationships with up to ~300 member households with investable assets.
• Proactively engage members and referrals to grow portfolio.
• Translate member goals into modular financial planning software.
• Refer opportunities to specialists to match needs and grow relationships.
• Develop relationships with professionals and communities for ongoing business.
• Collaborate with internal teams to service members and grow the book.

Skills

PFP

CFP

QAFP

Wealth management

Client relationship

Job description

Career Opportunity

Libro Credit Union is growing!

Join Libro Credit Union as a full-time Financial Planner supporting the St. Thomas Branch

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.

Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well-being.

We are currently hiring a Financial Planner supporting our St. ThomasBranch. 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 FinancialPlanner, 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.

What We’re Looking For:

• 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.

We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:

• 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.

#LI-ONSITE