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Credential Financial Strategies Inc. (CFS) is a wealth management program offering financial planning, insurance and investments to members of credit unions and their communities. In partnership with Synergy Credit Union, CFS is seeking a professional with strong communication skills, driven and motivated to grow within the company. The candidate will work to provide the highest quality investment and insurance advice, products and services to members and staff of Synergy Credit Union.
The ideal candidate is a self-starter, has sales experience in the investment and insurance area, and wants to work in an established practice. If you are currently an Investment Professional, Level II Life Licensed representative, or are an entrepreneurial professional this may be the opportunity you have been waiting for. A CFP designation is a definite asset. A willingness to travel on a regular basis is a must.
We offer a positive work environment, excellent client referral system, established book of insurance and investment business to be managed, and a competitive compensation and benefits package.
You are also encouraged to visit the Credential website at www.credential.com and the Synergy Credit Union website at www.synergycu.ca
Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential is a registered mark owned by Credential Financial Inc. and is used under licence.