Elevate member experiences as a Mobile Financial Planner with Affinity in Regina. This role focuses on delivering exceptional financial planning and building community relationships while on the move.
In this position, you will be responsible for developing comprehensive financial plans and providing expert guidance to our members. You will also harness technology to enhance education and member services, driving sales growth and retention. Your role will involve community outreach, generating opportunities to expand our member base and promote Affinity's mission.
Key Responsibilities: • Create tailored financial plans for members • Provide expert support in financial matters • Leverage technology for member education and engagement • Conduct community outreach to cultivate current members • Ensure exceptional service and drive sales growth
Requirements: • Degree in related field with 3 years experience • Relevant financial planning designation (CFP, QAFP, or PFP) • Completion of mutual funds course and registration • Successful completion of Responsible Investment Course
Join Affinity and help secure the financial futures of our members in Regina. #J-18808-Ljbffr
📌 Mobile Financial Planner for Affinity (Winnipeg)
🏢 Affinity
📍 Winnipeg
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