Why join PenFi

We have a lot of reasons to be proud to work here.

• We have a deluxe benefits package, success sharing program and comprehensive pension plan
• Local is everything. We're all about working with local businesses and partnering with our communities to make them strong and vibrant
• As a credit union, living the co-operative principles are part of our long and rich history
• We develop meaningful relationships with our co-workers and members - that means learning about their passions, families, ambitions and doing what we can to improve their lives
• We have a unique culture where we take our business seriously, but we like to have a little fun along the way
• Education is a priority and we offer an abundance of leadership and professional development programs and training to help you be the best you can be
• Corporate Social Responsibility is alive and well. From our award winning Skates for Kids Program to delivering financial literacy to new Canadians, to sponsoring local events - we donate our time, money and expertise
• We are all PenFi ambassadors and we live our truly local brand from the inside out

Who we are

We live, work and play in the Niagara Peninsula. We know Niagara's economy, it's people and every unique community. With over 20,000 personal and business members, we offer all of the products and services that our members have grown to know and love from their truly local credit union. We employ 100 truly awesome people with a desire to provide remarkable member experiences every single day.

This role will be supporting our Welland and Dunnville Branches.

Responsible for providing financial planning services and solutions to the credit union’s current and future membership in support of overall branch goals and credit union objectives. This includes, but is not limited to, estate planning, education savings planning, budgeting, retirement planning, financial planning and basic tax planning.

Differentiating Accountabilities:

·         Prudently create diversified portfolios using Credential Asset Management within licensing limits. Provide investor education while managing investment risk. Enrich the lives of our membership, retain existing business and develop further business opportunities.  

·         Develop registered and non-registered portfolios for clients through sales of mutual funds, fixed income securities and stocks based on IAs recommendations which considers a client’s objectives (needs/goals), risk tolerance and time horizon.

·         Complete financial plans for members by identifying member financial objectives, gathering, processing and analyzing relevant information, develop the financial plan, implement and ensure consistent follow-up.  The purpose of the wealth management development is to retain existing business and develop further business opportunities.

·         Implement action plans to ensure growth in the wealth management area through referrals from branch staff, prospecting of our existing membership base and analysis of business being transferred out of the Credit Union.

·         Develop a relationship with members and prospects through referrals (also by solicitation calls), community involvement and through the provision of educational seminars to members.

·         Conduct continuous securities and market research and trend analysis, keep up-to-date with any relevant changes for the continuous development of the wealth management area and for the PenFinancial Credit Union’s overall operation.

·         Perform other assigned responsibilities.

·         PFP or CFP designation is required; Continually meet educational requirements to maintain designation.

·         Licensing under MFDA is required

·         Securities license under IIROC may be required which includes completion of the following:

• Canadian Securities Course (CSC)
• Conducts and Practices Handbook (CPH)
• Wealth Management Essentials (WME);
• or New Entrants Course (NEC) in lieu of CSC and CPH.

To learn more visit https://penfi.ca/careers/

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.