Job DescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. The Financial Planner works in close collaboration with retail branch team members and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service. This role will support the Cherry Lane Branch, as well as the Oliver and Keremeos Branches.Typical DayFinancial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and is engaged with both existing and new or potential members to deepen relationships and bring credibility to TCB’s wealth offering across a territory of assigned branches. Utilizes financial planning tools to develop plans and recommendations to meet the members investing/financial planning goals; meets investment sales targets through advisory sales and financial planning; analyzes and identifiesmember needs through interview process; identifies membergoalsand risk tolerance; develops recommendationbased on gaps determined; and collaborates with Wealth Planning Specialists to ensure members are receiving comprehensive financial planning. Processes a full range of complex member transactions including, but not limited to: MFDA products, retail mortgages, personal and RRSP loans, opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative Bank.Portfolio Management: Manages and grows an assigned four quadrant portfolio of high value members; develops methods and process to ensure members within portfolio are contacted on a regular basis; ensures portfolioreflects the life stage and risk tolerance of the member; makes recommendations on adjustments to portfolio,



as required; and drives asset consolidation among members by helping members to implement the recommended financial plan within the credit union.Business Development: Develops and executes an annual business development plan that includes techniques and methods to be utilized for securing new member accounts or existing member current (external) wealth business; builds collaborative working relationships and teamwork with branch staff to identify current and potential members with investment and financial planning needs; gains introductions to members and identifies their current portfolio and investment needs; identifies and assists in developing opportunities for retail banking products and services with CU branch partners; and develops an internal and external referral network through community events, online social media and other networking activities.Required Skills, Experience & QualificationsCollege, Trade or Technical School Diploma (2 years) required; Bachelor’s degreepreferredMutual funds license requiredPFP designation required at minimum; CFP designation considered an asset5 years’ experience in financial planning/investment sales with the proven ability to consistently meet or exceed targets required2 years’ experience with retail lending requiredExpert knowledge of the investment industry, products, and the principles of investment advice/financial planning required“Four quadrant” member transaction experience preferredProven track record of exceptional sales results preferredRetail banking experience preferredSuperior sales abilities including active listening, identifying business opportunities, influencing & negotiating, asking for the businessProven relationship building, networking,



and client acquisition skillsProven track record achieving or exceeding sales targets in retail lending and investment products and serviceProven strong communication skills with ability to communicate both verbally and in writing or through presentations with a wide variety of peopleProficient with computer software programs, e.G. Microsoft OfficeDemonstrated financial planning skillsProficient with planning softwareDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and proceduresCompensation: $85,000 + Variable CompensationBenefitsMental health coverage and resourcesCustomizable health benefits, as well as topped-up parental leavePerformance-based compensation, employee banking advantages and group RRSP matchingVacation time and flexible work arrangements to support your lifestyleWe also provide and encourage opportunities for our employees to make a meaningful impact. Paid time off to volunteer, partner with thousands of local charities, and commit to environmental, social and governance (ESG) practices.By joining our team, you’ll be able to elevate your potential. Train with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.Candidates, please note: if you are being considered for this role, you will be required to complete a background check such as employment verification, credit check and criminal record check.Diversity, Equity, Inclusion & BelongingWe embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.Your individuality is welcome here.Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.#J-18808-Ljbffr

📌 Financial Planner (Cherry Lane, Oliver & Keremeos Branches) - C$85,000 A Year (Winnipeg)
🏢 Tru Cooperative Bank
📍 Winnipeg