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Financial Planner

Job details:

Access Credit Union strives to be the employer of choice in Southern Manitoba with 12 branches and 235 employees. We have an immediate opportunity in our Morden branch for a highly motivated Financial Planner.


Key Responsibilities:

Reporting to the Branch Manager, the Financial Planner is primarily responsible for building and retaining member relationships by providing professional financial planning and investment advice.  He or she works closely with other team members and specialists within the credit union to improve members’ financial well-being.


Desired Knowledge, Skills, and Abilities:

  • Excellent sales and service skills
  • Strong communication and interpersonal skills
  • Extensive knowledge of credit union products, policies and procedures
  • Solid understanding of member Financial Planning 
  • Certified Financial Planner (CFP) Designation
  • Mutual funds license and familiarity of Credential Asset Management
  • 4 - 6 years work related experience preferred

Access Credit Union has opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values. Salary is negotiable depending on skills and experience. We also offer an excellent employee benefits package and matched pension plan. The Town of Morden offers rural living at its best with all the amenities of a larger centre. Morden is a clean, safe and secure community that is full of history and culture.


Please logon to our website and complete the online application including your resume and cover letter under work. right here. by Saturday, February 12, 2011. For more information please contact

We thank all applicants for their interest. Only those under consideration for the position will be contacted.



To apply for the Financial Planner job at Access Credit Union , send your resume to Human Resources at
Don't forget to mention "Winnipeg Job Bank" or "WJB" when applying

Company Name

Access Credit Union

Posted By

Human Resources

Job Category

Post Date

January 26, 2011 (Long time ago)

Winnipeg Job Bank Sponsors