Financial Planner - Leduc and Devon

Job Summary

Financial Planner – Full-time, Permanent. Primary accountabilities include delivering the full financial planning experience for mid net worth members and supporting the wealth services team across our Leduc and Devon locations.

Responsibilities

• Support the mutual fund sales activities of Licensed Financial Advisors, ensuring members feel at home and leveraging Servus’s integrated financial services platform.
• Deliver the full financial planning experience using the CFP’s six steps: discovery, data gathering, analysis, presentation, implementation, and annual monitoring.
• Maintain up‑to‑date knowledge of financial planning and investment industry trends through training, industry courses, and licensing requirements.
• Pursue business opportunities by retaining existing members, soliciting new business, analyzing marketing data, and engaging members via branch and telephone communic...

Ready to Apply?

Submit your application today and join our talented team at Servus Credit Union.