Financial Planner

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 Regina and area 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 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! 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. Posting Close Date: August 23, 2026

Develop and provide comprehensive financial plans and expertise to members to support their financial future. Drive business growth and retention through community outreach and the effective use of financial technology.

Requires a post-secondary diploma or degree plus at least 3 years of related experience. Candidates must hold a financial planning designation such as CFP, QAFP, or PFP and maintain mutual funds registration.

• Health benefits • Dental benefits • Pension • Health spending account • Vacation time • Personal days off • Paid volunteer day • Referral bonus

• Service à la clientèleSouhaitée
• VenteSouhaitée
• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial planning
• Relationship building
• Member education
• Sales
• Business development
• Community outreach
• Financial analysis
• Customer service
• Community Outreach
• Financial Technology (FinTech)
• Business Development
• Investments
• Certified Financial Planner
• Customer Service
• Financial Services
• Financial Analysis
• Financial Planning
• Relationship Building

• Finance & Accounting
• Sales
• Customer Service & Support
• Financial Planner
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine