Job Posting Details

Financial Planner, Copperfin Credit Union

Location:Thunder Bay, Ontario
Posting Date:February 6, 2020
Closing Date:February 28, 2020
Employment Type:Full-time / Permanent

Financial Planner

Full-time Position

Who We Are

Copperfin is Northwestern Ontario’s largest locally owned credit union, with branches and offices in Ear Falls, Kenora, Sioux Narrows, Nestor Falls, and Thunder Bay that offer a full range of products and services and Wealth Management financial planning. We’re extremely proud of our workplace culture and Life Forward values where we strive to truly understand our Members, ensuring their best interests are put first and offering them the financial tools and solutions to reach their goals and be prepared for whatever life may bring.

About This Opportunity

We’re looking for a responsible, motivated individual for the full-time position of Financial Planner. This position will be located in Thunder Bay, ON.

Reporting to the VP Advice & Member Experience, the Financial Planner will provide complete financial planning advice and solutions to existing and new members of Copperfin consistent with the corporate vision and objectives. An expert at member engagement, you will be responsible for building a profitable wealth management portfolio while identifying and referring opportunities to other Copperfin team members, including:

  • Support members with the development, implementation and accomplishment of their financial plans

  • Provide prompt, courteous service to members while delivering a full range of financial services

  • Establish trusted internal relationships and raise the awareness and knowledge level of Copperfin Team Members by providing subject matter expertise and/or mentoring, as required

  • Participate in community involvement activities, building Copperfin's profile in the community

What We're Looking For

  • Excellent people skills with a desire to help people with their money

  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

  • IIROC licensed or licensable

  • Certified Financial Planner (CFP) or Personal Financial Planner (PFP designation)

  • Willingness to obtain LLQP Life Insurance, accident and disability license with commitment to fulfilling continuing education requirement

  • Minimum 5 years’ experience in financial planning/investment sales with the ability to prepare written financial plans in accordance with the six-step financial planning process

  • Superior knowledge of the investment industry and products

  • Previous life insurance sales as well as banking and lending experience preferred

  • Previous supervisory experience in leading and mentoring others would be an asset

  • Comfortable with industry standard financial planning tools/software

    About The Salary

    In addition to a base salary, you will be eligible for a variable compensation program, in accordance with Copperfin’s compensation program and practices.

    About Our Community

    We’re in the heart of Northwestern Ontario, home to some of the world’s most beautiful lakes and outdoor experiences within minutes of city centers. Surrounded by natural beauty, bursting with culture, and only a short drive to Winnipeg to the west or Minneapolis to the south (or an even shorter flight east to Toronto), it’s a truly beautiful and easy place to live and work. Maybe that’s what makes giving back so easy, as every year we give back more to our communities for every dollar of business than the Big 5 Banks, staying true to our co-operative principles as a Credit Union.

    For More Information

    Please refer to for information on this and other opportunities.

    Please submit your cover letter and resume by Friday, February 28th, 2020 to:

    People and Culture Team

    Copperfin Credit Union

    346 Second Street South

    Kenora, ON P9N 1G5

    We thank all applicants; however only those selected for an interview will be contacted.

    Upon request, accommodations are available for all parts of the recruitment process.