Publié il y a 15 jours
Financial Planner - Watford & Arkona
@ Libro Credit Union
Watford, Ontario
SIGNAUX
En bref
Libro Credit Union is hiring a full-time Financial Planner for its Watford and Arkona branches, with a base salary of $79,725 plus quarterly and annual sales incentives. The role builds relationships with mass affluent member households, plans their finances, and refers them to specialists, and is dually employed between Libro and Aviso Wealth.
Responsabilités :
- Build relationships with up to 300 member households
- Translate member goals into financial plans
- Refer members to appropriate specialists
- Build business development relationships in the region
- Work with branch manager on a business plan and goals
Résumé des exigences :
- PFP, CFP and/or QAFP designation
- 3 to 5 years of industry experience
- At least two years in a full-time managed investment role
- Passion for helping people grow their financial well-being
- Maintain continuing education and licensing requirements
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-10-29
- Première détection par notre source
- 2026-11-14
- Mise à jour du dossier source
- 2026-11-14
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Développement des affaires |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | PFP, CFP, QAFP |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Aide aux études, Prime de rendement, Rabais employé, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Libro Credit Union
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 5 |
Description
Career Opportunity
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
We are currently hiring a Financial Planner supporting our Watford and Arkona branches. This job posting is for an existing vacancy.
The Financial Planner role participates in Libro's Sales Compensation program. Under this structure, the base salary for this role will be $79,725 + sales incentives (quarterly + annual payouts).
The Financial Planner takes a proactive approach to helping the mass affluent segment of members achieve their financial goals - including understanding each member’s financial situation, life goals and tolerance for risk. By working with other members of branch & regional teams, they ensure all opportunities are identified and referred to the appropriate representatives to build a full financial relationship with members.
Financial Planners must believe in the long-term power of investment markets to generate excess returns over savings and/or other guaranteed deposits. They will communicate this belief to members, colleagues, and potential investors. This role is designed for experienced Wealth professionals looking to grow their practice management skills, with an emphasis on planning and observational coaching.
This role is dually employed between Libro Credit Union and Aviso Wealth.
The Role
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive
- Caring for the planet and economic growth through sustainable practices.
We are currently hiring a Financial Planner supporting our Watford and Arkona branches. This job posting is for an existing vacancy.
The Financial Planner role participates in Libro's Sales Compensation program. Under this structure, the base salary for this role will be $79,725 + sales incentives (quarterly + annual payouts).
The Financial Planner takes a proactive approach to helping the mass affluent segment of members achieve their financial goals - including understanding each member’s financial situation, life goals and tolerance for risk. By working with other members of branch & regional teams, they ensure all opportunities are identified and referred to the appropriate representatives to build a full financial relationship with members.
Financial Planners must believe in the long-term power of investment markets to generate excess returns over savings and/or other guaranteed deposits. They will communicate this belief to members, colleagues, and potential investors. This role is designed for experienced Wealth professionals looking to grow their practice management skills, with an emphasis on planning and observational coaching.
This role is dually employed between Libro Credit Union and Aviso Wealth.
The Role
- Build relationships with up to ~300 member households of ~$85,000 - $450,000 in investable assets appropriate for managed investment solutions.
- Proactively engage with members and prospects by responding to referrals, data insights and market intelligence to grow portfolio.
- Translate member goals and priorities into modular based financial planning software.
- Refer opportunities seamlessly to appropriate specialists to match expertise to member’s identified needs, including Regional Financial Planner, Insurance Reps, as well as personal and business segment specialists.
- Build relationships with industry professionals and community contacts across the region for ongoing business development.
- Mentor and support peers and teams to identify referral opportunities and best meet member needs.
- Develop collaborative relationships with internal teams and business segments to effectively service members and grow business.
- Work with local Branch Manager and assigned wealth support to create an ongoing business plan identifying activities and setting goals to achieve individual performance expectations and support regional wealth portfolio growth.
- Meet the compliance of established Libro and regulatory policies, procedures and processes to effectively and accurately serve members.
- Make smart risk decisions that protect our members and Libro.
- Maintain all continuing education and licensing requirements of the various regulators and self-regulating organizations: e.g., OSC, CIRO, Aviso Wealth, FP Canada, etc.
- PFP, CFP and/or QAFP designation.
- 3 to 5 years of industry experience, with at least two years in a full-time managed investment role (mutual fund sales).
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
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