Financial Planner Jobs

af-fin-i-ty (noun):

• A natural compatibility
• The name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

We’re looking for someone to help secure the financial future of our members serving as a Financial Planner in our South Eastern Advice Centres. This position allows you to be mobile so you can concentrate on providing exceptional service and build relationships with members in their community or region.

What you’ll do:

• Develop financial plans for our members
• Leverage technology to provide member education and deliver a remarkable member experience, drive sales, grow and retain business
• Provide our members with support and expertise in all aspects of financial planning
• Promote the interests of Affinity through community outreach activities, generating opportunities and attracting new members

What you’ll get:

• A total rewards package with health & dental benefits, pension & a health spending account
• Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
• On top of the contractual connection (competitive salary, plus bonuses, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve
• Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work

What you’ve got:

• Mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
• Financial planning designation (CFP, QAFP, or PFP)
• Successful completion of Responsible Investment (RI) Course within 12 months of starting
• Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!

Posting Close Date: July 2, 2023.