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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.