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Financial Advisor - Caledonia At Libro Credit Union

Location: Caledonia, Ontario

Job Description

Career Opportunity

Building a career at Libro puts you at the center of a movement to grow prosperity in southwestern Ontario. You become part of a team that is creating change and making a positive impact - socially, economically and environmentally.

Libro has an opening for a passionately accountable Financial Advisor for our Caledonia location. The Financial Advisor will take a proactive approach to helping the mass affluent segment of Owners achieve their financial goals - including understanding each Owner's financial situation, life goals and tolerance for risk. The Financial Advisor will work with other team members to ensure all opportunities are identified and referred to the appropriate business, commercial, investment or retail representatives to build a full financial relationship with Owners. Financial Advisors will 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 Owners, colleagues, and potential investors. - Could you be Libro?

The Epic Human we are looking for will:
Build relationships with Owners controlling up to $500,000 in investable assets that are appropriate for managed investment solutions. Specific branch and/or regional segmentation may vary

Manage the majority of assets in fee-based, discretionary solutions

Our Owners are better off with a financial plan. Financial Advisors need to be able to translate Owner goals and priorities into modular based financial planning software. These plans will form the basis of all future investment decisions for the Owner and will be reviewed and updated periodically.

Owners requiring significant financial planning assistance (complex tax planning, trust needs etc.) will be referred appropriately

Effectively apply advice based selling and interest based conversations with all Owner interactions

Support effective sales management practices as part of the local branch, regional, and corporate teams

Work with the sales team identify all opportunities ensuring a full financial relation with Owners

Ask for Business and Ask for Referrals

Develop and execute an individual business plan that provides specific goals and targets aligned with brand, regional, and corporate plans

Network and attract new Owners to build the existing book of business

Network and build rapport with professionals within our community

Business Degree with a minimum of 4 years' experience in the financial services industry.

Must hold a PFP and/or CFP Designation

Industry experience of 5-7 years with at least 2-3 of those years in a managed investment (mutual funds sales) role.

How we bring Joyful in our work :
Competitive salaries and employee pension plans

Comprehensive benefit package including health, dental, and vision

Generous vacation time

Employee wellness programs

Staff accounts and Staff rates on products and services

Staff appreciation programs and awards

Career development opportunities including tuition assistance

A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!

Ready to be Libro?
As a multi-year Platinum Level Aon Best Employer in Canada, Libro demonstrates exceptional performance in employee engagement, leadership, performance culture, and employment brand.

If you are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in southwestern Ontario - we want to hear from you!

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Libro welcomes applications from persons with disabilities and accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.