Representative - Partner - Crossroads Credit Union

Aviso Wealth; Canora; On-site; CAD 50,000 - 75,000; Full time

Job summary

A financial services firm in Canora is seeking a Financial Planner to assist credit union members with their financial goals through personalized planning. Responsibilities include conducting interviews, providing investment advice, and managing client relationships. Candidates should possess valid financial licenses and have at least two years of relevant experience. The role requires excellent communication and organizational skills.

Qualifications

• Minimum 2 years of industry experience as a financial planner.
• Strong understanding of financial planning processes.
• Stay informed about the latest trends in financial markets.

Responsibilities

• Conduct personal interviews with members to identify needs.
• Provide retirement planning and investment counseling.
• Sell critical illness insurance and long-term care benefits.
• Create and maintain client files for reporting.
• Conduct client seminars and attend trade shows.
• Manage assigned budget effectively.

Skills

Sales and presentation skills

Oral and written communication skills

Organizational skills

Independent work capability

Education

High School Diploma

Level II Life License

Mutual fund (IFIC) and/or Securities (CSC) Licensing

Financial Planning Designation (CFP, CLU, Ch.F.C., CIM)

Job description

This position is responsible for working with credit union members to create simple needs analysis reports and comprehensive financial plans based on individual financial needs and goals. The role includes providing retirement planning, investment counseling, estate planning, and disability insurance services.

Responsibilities

• Conducts personal interviews with members to identify needs and goals, and develops an appropriate financial plan.
• Provides members with retirement planning, investment counseling, estate planning, and life and disability insurance services.
• Sells critical illness insurance and long term care benefits and provides service in this area.
• Creates and maintains client files, and reports on activities to Credit Union Wealth Manager and/or Aviso Sales Development Manager.
• Conducts client seminars on wealth management and attends Trade Shows as required.
• Administers assigned budget and ensures budget is not exceeded and expenditures are effectively managed.
• Promotes the credit union’s investment and insurance services through the AVI program in the community.
• Provides support to Credit Union staff on wealth management products.
• Develops business plans.

Qualifications

• High School Diploma
• Level II Life License
• Mutual fund (IFIC) and/or Securities (CSC) Licensing
• Financial Planning Designation (i.e. CFP, CLU, Ch.F.C., CIM)
• Minimum 2 years of industry experience as a financial planner

The incumbent requires strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. The incumbent must be able to work independently in a fast-paced environment and keep informed about the latest trends in financial markets.

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., which is owned by Desjardins Financial Holding Inc., the five provincial Credit Union Centrals and The CUMIS Group Limited. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.