Financial Planner, Kootenay Savings Moneyworks

Kootenay Savings Moneyworks is hiring a Financial Planner in Trail, British Columbia.

A wealth management subsidiary of Kootenay Savings – The region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services and the best place to work in the communities we serve.

Do you…have experience in financial planning and thrive in an ever-evolving work environment? Are you a sales-oriented individual with a genuine interest in helping people meet their financial goals? Are you results driven and have what it takes to improve clients/members financial lives?

If so…we should talk.

We are currently seeking an experienced Financial Planner for our Trail office of Kootenay Savings MoneyWorks to provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients.  As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having completed your Level II Life Insurance and Mutual Funds License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary and benefits
  • Paid vacation, sick time and floating holidays
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit

For more information about Kootenay Savings MoneyWorks, please visit and click on the Wealth tab.

Please apply online through the careers section of our website at to upload your resume and complete the application questions.

Closing date:  April 16, 2021

We thank all applicants for their interest; however only short listed applicants will be contacted.

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