Financial Planner - Watford & Arkona

Libro Credit Union; Warwick; On-site; CAD 72,000 - 88,000; Full time

Benefits offered by this job

Competitive salary

Generous vacation time

Wellness program

Staff banking benefits

Tuition assistance

Job summary

Libro Credit Union is seeking a full-time Financial Planner to support the Watford and Arkona branches. The role focuses on growing a member-driven investment portfolio and delivering comprehensive financial planning to individuals and businesses.

With a base salary of $79,725 plus incentives, the ideal candidate will have PFP/CFP/QAFP credentials, 3–5 years of industry experience in managed investments, and a passion for helping members improve their financial well-being.

Qualifications

• 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).

Responsibilities

• Build relationships with member households and real prospects to grow portfolios.
• Proactively engage with referrals, data insights and market intelligence to grow assets.
• Translate member goals into modular financial planning software.
• Refer opportunities to specialists to match member needs.
• Develop relationships with industry professionals and community contacts.
• Mentor peers to identify referral opportunities and best meet member needs.
• Collaborate with internal teams to service members and grow business.
• Work with Branch Manager to create a business plan and achieve performance goals.
• Adhere to Libro and regulator policies and maintain licensing requirements.

Skills

PFP designation

CFP designation

QAFP designation

Industry experience

Client relations

Job description

Career Opportunity

Libro Credit Union is growing!

Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.

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 Watford and Arkona branches. 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).

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