Financial Planner job in Elmira
Want to experience banking with purpose? At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.
You’re invited to make a difference … as a full time Financial Planner in our Elmira Branch
As a trusted financial partner, your role is to support members of Elmira branch with professional investment advice, ensuring they feel confident and secure in their investment decisions, and help them achieve their goals through financial planning. 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. With expertise in the areas of retirement planning and portfolio management, you can build innovative wealth solutions and refer to branch colleagues for related services.
What to bring
As a knowledgeable financial advisor who cares for the financial wellness of your members, you will forge strong relationships and encourage members to make Kindred their primary provider and refer family and friends. With a commitment to member service, you will grow capabilities of your branch colleagues to respond to member’s questions and proactively identify member’s needs.
Plus, you bring your qualifications and experience:
- Certified Financial Planner designation (CFP)
- 6-8 years of experience providing investment advice and financial planning to clients
- Post-secondary education, ideally in business or commerce
- Solid skills in relationship management
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.
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.