Build member wealth with Libro Credit Union as a full time Financial Planner supporting Watford and Arkona branches. Use investment planning to strengthen financial well-being.
This Financial Planner role supports experienced Wealth professionals developing practice management skills through planning and observational coaching. You will work between Libro Credit Union and Aviso Wealth, serving member households with managed investment solutions. The position participates in Libro's Sales Compensation program, with a base salary of $79,725 plus sales incentives.
Key Responsibilities: Build relationships with member households holding investable assets
Translate member goals into modular financial planning software
Respond to referrals, data insights, and market intelligence




Develop regional business relationships with professionals and communities
Maintain compliance, licensing, and continuing education requirements
Requirements: PFP, CFP, and/or QAFP designation
Three to five years of industry experience
At least two years in managed investment roles
Passion for strengthening people’s financial well-being
Accountability, courage, high performance, and inclusive mindset
Apply investment planning, relationship development, and compliance expertise as Libro Credit Union’s Financial Planner for Watford and Arkona.

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📌 Financial Planner Watford Arkona (Ontario)
🏢 Libro Credit Union
📍 Ontario