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Wealth Protection Specialist

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Job Order #: 5510156

NOC: 6231
Employer Name:
Innovation Federal Credit Union
Posted Date:
16-May-2016
Location:
SWIFT CURRENT
 
# of Positions:
1
Employment Terms:
Full Time
Apply By:
24-Jun-2016
How to Apply?:
This job is no longer taking applications

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Employer Name:
Innovation Federal Credit Union
Contact Email:
careers@innovationcu.ca
Employer Website:
www.credential.com


Description

Credential Financial Strategies Inc. (CFS), in partnership with Innovation Credit Union, Conexus Credit Union and Cornerstone Credit Union (CUs InSync) presently has an opening for a Wealth Protection Specialist.

The successful candidate will be insurance licensed and responsible for insurance analysis and planning in the Southwest area of Saskatchewan.

This position offers a great opportunity for someone who is committed to customer service, can provide competent needs based advice around personal and business protection strategies, and has a deep understanding and experience in providing advice for succession strategies for business owners. As a self-motivated individual, you will have the benefit of working with a defined referral network and also an established base of clients from which to manage and build relationships. As a contributing member of a successful team in a group atmosphere, you have the opportunity to earn an above average income.

The successful candidate will work out of our CFS office in Southwestern Saskatchewan. Our employees are team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career and have a Level II Life License, then this may be the opportunity you have been waiting for. A CFP designation or enrolment in a Financial Planning program is a definite asset.

You are encouraged to visit the Credential website at www.credential.com or any of our three partner credit unions websites; www.innovationcu.ca , www.conexuscu.ca or www.cornerstonecu.com.

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 license.

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