Financial Planner

Location: Advice Centre in Saskatchewan

af·fin·i·ty (noun):

1. the name on our doors

2. a quality that makes things suited to each other

Working for Affinity means being part of a values-based, member-owned financial institution. Our members make it possible for profits to be reinvested in our local communities.
While we're proud to be able to strengthen our communities, it's also good business. Affinity employs a professional workforce of over 800 individuals who maintain our strong membership base of over 140,000 members. With $9.5 billion in managed assets, Affinity is the 10th largest credit union in Canada and has the largest branch network in Saskatchewan which includes locations in both Regina and Saskatoon.
Joining the Affinity team means you'll be part of Affinity's growing success and you can feel good about the important role your organization plays in your local community.

We're looking for two Financial Planners to help secure the financial future of our members within a portfolio. 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
• Provide our members with support and expertise in all aspects of financial planning.
• Leverage technology to provide member education and deliver a remarkable member experience, drive sales, grow and retain business.
• Promote the interests of Affinity through community outreach activities, generating opportunities and attracting new members

What you'll get

• The support to grow in your career with opportunities to advance
• A competitive salary and total rewards package including health and dental benefits, pension and health spending account
• Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
• A referral bonus when you scout great talent and they're hired to join our team

What you've got

· Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience

· Financial planning designation (CFP, QAFP, or PFP)

· Mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility

· Successful completion of Responsible Investment (RI) Course within 12 months of starting

So, what do you think? Does it sound like you're a fit for this role? Throw your hat in the ring! Review all of our current job opportunities on our website: www.affinitycu.ca/careers/opportunities

This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.

Application Deadline: May 11, 2025