Financial Planner - Partner - Gulf & Fraser Financial Group

Description

Position Overview

We are looking for a motivated and high-performing Financial Planner to join our Wealth Management team. Working amongst a team of respected professionals, the incumbent will be a primary resource for investment transactions over a designated value and will provide first-rate investment advice to a range of clients across the Credit Union.

Specific Accountabilities

• Providing high-quality investment and financial planning advice and services to members while identifying opportunities for referrals for other products and services
• Working with Branch Managers to implement annual investment business plan
• Proactively seeking new business and growing/increasing existing member investments
• Managing member investment portfolios

Qualifications Required

The ideal candidate will possess the following qualifications:

• Minimum 3-5 years’ demonstrated success in a comparable role
• Registration with IIROC
• Completion of CSC and CPH courses
• Designation as Certified Financial Planner (CFP)

At Gulf & Fraser, growth and development is an important facet of the employee experience, and we encourage all employees to seek opportunities to progress and contribute to Gulf & Fraser in a meaningful way. Our internal career opportunities provide new challenges for employees to drive their career paths and be successful!

We encourage all qualified internal candidates to apply through My HR. If you have any questions, please feel free to reach out to Rick Sahota, Manager, Wealth Management, or Yvonne Shen, Human Resources Business Partner.

For employees with no access to MyHR, please submit your application to [email protected]. The subject line should read: INTERNAL JOB APPLICATION, Financial Planner.

For employees with access to MyHR, please submit online thorough My HR.