Senior Financial Planner

About LDCU Financial Management

With a focus on balance, diversification, growth, and value, LDCU Financial Management is committed to providing our clients with complete wealth planning advice to achieve their life and legacy goals. We work hard to deliver exceptional service through the skills of our staff that share a passion for the opportunities of our clients, members, and community.

We recognize that our employees are our best asset, and we are proud to offer an extensive 100% employer funded benefit package including:

• Extended health care
• Vision
• Dental
• Employee & Family Assistance Program
• Life and Disability insurance
• Employee RRSP contributions
• Technology Assistance Program
• Corporate Wellness Program

About the Opportunity

LDCU Financial Management is looking for an experienced and dedicated Senior Financial Planner to join our team. The Senior Financial Planner is responsible for:

1. Assisting clients with establishing short and long-term goals and building a detailed financial plan to achieve those goals
2. Providing an on-going structure to review and update financial goals and action plans with clients
3. Actively growing the portfolio through networking and relationship building
4. Using professional knowledge and experience to match products and services offered by LDCU Financial Management to meet clients’ needs
5. Cultivating and maintaining the high level of care and trust necessary to ensure client satisfaction and retention
6. Providing training and education to junior members of LDCU Financial Management, other areas of the organization, and the community
7. Referring clients to other areas of business within Ladysmith & District Credit Union and LCU Insurance

About the Candidate

The ideal candidate for this position will have:

1. 5 - 8 years of experience providing investment advice and financial planning services
2. A passion for financial planning and helping clients to achieve their financial goals
3. A License to sell Mutual Funds (MFDA/AMF) and have completed the Canadian Securities Course (CSC)
4. Certified Financial Planner (CFP) designation or enrollment with a confirmed completion date is preferred
5. Life Insurance designation/license
6. Excellent knowledge of term and investment products, mutual funds, self-directed RSP and RIF plans as well as a good understanding of financial planning concepts
7. A proficient understanding of insurance products, including segregated funds, life, and income replacement insurance products with the ability to complete a Financial Security Needs Analysis with clients
8. The ability to understand and interpret financial/investment issues related to financial planning, wealth management, and tax planning as well as financial statements and tax returns
9. Strong analytical and problem-solving abilities as well as the ability to deal effectively with client issues and complaints while maintaining a professional demeanor

Salary Range

$90,000-$120,000 per year

This is a permanent full-time position and will commence as soon as possible. If you are interested in this opportunity, please submit a cover letter and resume outlining your qualifications to careers@ldcu.ca.