Join Affinity Credit Union as a Financial Planner in Regina, where you'll shape financial futures and enhance member experiences. Leverage your expertise in a mobile role focused on exceptional service and relationship building.
As a Financial Planner at Affinity, you will provide crucial support in financial planning and develop tailored plans for our members. This role requires strong knowledge in leveraging technology to educate and engage members, driving sales, and ensuring member retention. Community outreach is key to attracting new members and promoting Affinity's interests effectively.
Key Responsibilities:
• Develop personalized financial plans for members
• Offer expertise in all aspects of financial planning




• Utilize technology for member education and engagement
• Engage in community outreach to attract current members
• Drive sales while ensuring remarkable member experiences
Requirements:
• Post-secondary diploma/degree plus 3 years experience
• Financial planning designation (CFP, QAFP, or PFP)
• Completed mutual funds course and registration eligibility
• Commitment to complete Responsible Investment Course
Enhance financial futures while growing your career with Affinity in Regina.
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📌 Financial Planner at Affinity Regina
🏢 Affinity
📍 Regina