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Financial Planner

by Libro Credit Union

Position Type: Full-time
Location: Kitchener, Ontario
Date Posted: Jun 15, 2016
Experience: 4 Years
Libro Credit Union

Job Description

Libro Credit Union has an opening for a Financial Planner in Kitchener/Waterloo.    
 
This key sales position focuses on activities related to the profitable attraction, maintenance and coaching of Customer/Owners requiring wealth management products and services.  Work with other members of the sales team to ensure all opportunities are identified and referred to the appropriate small business, commercial, or retail representatives to build a full financial relationship with Customer/Owners.
 
The successful candidate will hold a Business Degree with a minimum of 4 years’ experience in the financial services industry. Must hold a CFP Designation, or be working toward completion of the designation.  Work experience of 7-9 years.  The ideal candidate will have the ability to support effective sales management practices and possess strong analytical, interpersonal, problem resolution and communication skills both written and verbal.     
 
If you are eager to join an organization committed to excellence, growth and professional development, please apply to:
 
Nancy Van Spronsen, CHRL
Human Resources Manager
Libro Credit Union
217 York Street, 4th Floor
London, ON N6A 5P9
Email: HumanResources@libro.ca

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect.  Libro will provide accommodations to employees with disabilities upon request.
 
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Job Location

Kitchener, Ontario