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Find Meaningful Work

Financial Planner job in Waterloo

Kindred Credit Union jobs
Ontario, Waterloo
Company Type:  Certified B Corporation
Industry:  Banking
Job Type:  Sales
Employment:  Full-time
Impact Area:  Economic Development
Company Name:  Kindred Credit Union

Location
Country:  Canada
State / Province:  Ontario
City:  Waterloo
Zip / Postal Code:  N2J 2J7
Map: 

Description

You’re invited to make a difference … as a full time Financial Planner in our Waterloo Branch 


Kindred’s Investment team provides customized professional investment services, with an approach to finances that flows out of Kindred’s faith tradition with values at the core.  Members have access to some of the best investment products and services in the industry, including Socially Responsible Investments.  In this role you will support members of Waterloo branch with financial planning services; this includes comprehensive professional advice in the areas of retirement planning, portfolio management, tax planning, estate planning, risk management, budgeting and debt management, thus ensuring our members feel confident and secure in their financial decisions. 


What to bring


As a knowledgeable financial professional who cares for the financial wellness of your members, you will forge strong relationships, develop innovative solutions, and help grow members’ confidence in being responsible financial stewards.  You bring a strong sense of teamwork, and an active commitment to Kindred’s shared values and purpose.


Plus, you bring your qualifications and experience:




  • College or University degree, in business or a related discipline, and

  • 6-8 years of experience providing financial planning services to clients

  • CFP designation and Mutual Fund License

  • Solid skills in relationship management


Why Kindred


You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.


We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for the overall wellness of the whole you. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. By choosing Kindred, you’ll be joining an engaged workforce: we’re an AON Best Employer, a provider of a Living Wage, and we’re using business as a force for good™ as a B Corp.


RSVP


Ready to choose Kindred?  Please apply with your resume and cover letter, indicating why you want to work for Kindred. We look forward to hearing from you!  Visit our website at www.kindredcu.com to see how we can make a difference together!


Kindred is a respectful, compassionate and inclusive workplace. We are committed to a barrier-free recruitment process: if you are selected for an interview for which you require accommodation due to disability, please notify us when scheduling your interview.


 


 

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