Financial planning and managed investment expertise support Libro Credit Union members across the Watford and Arkona branches. This is a full time position.
As Financial Planner, you will help mass affluent members clarify financial situations, life goals, and risk tolerance. You will use planning software, build relationships, and collaborate with branch and regional teams. The role is dually employed by Libro Credit Union and Aviso Wealth.
Key Responsibilities: Build relationships with approximately 300 member households
Engage members and prospects through referrals and market intelligence
Translate goals into modular financial planning software
Refer needs to appropriate financial specialists
Maintain compliance, licensing, and continuing education requirements
Requirements: PFP, CFP, or QAFP designation
Three to five years of industry experience
At least two years in full-time managed investments
Passion for strengthening people's financial well-being
Ability to demonstrate accountability, courage, and inclusion
Apply financial planning, investment knowledge, and relationship-building skills while supporting members through Libro Credit Union and Aviso Wealth.

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