Financial Planner at Servus Credit Union (Leduc)

Join Servus Credit Union's Wealth Sales Team as a Financial Planner in Leduc and Devon. This position offers a solid base salary alongside a rewarding commission structure. In this permanent, full-time role, you will actively support Licensed Financial Advisors and deliver comprehensive financial planning services. Key responsibilities include implementing the CFP's six steps, maintaining up-to-date industry knowledge, and proactively seeking new business opportunities while ensuring corporate goals are met. Key Responsibilities: - Support mutual fund sales activities with Licensed Financial Advisors - Implement the CFP’s six steps of financial planning - Stay current with financial planning regulations and best practices - Pursue business opportunities through member engagement - Develop and execute a strategic sales plan for member growth Requirements: - Minimum 2 years in the financial services industry - Robust knowledge of financial planning and investment products - CFP and Responsible Investment Specialist designations - MFDA license required - Post-secondary education or equivalent experience Elevate your career in financial planning while contributing to member success at Servus Credit Union. Apply on Kit Job: kitjob.ca/job/2pbzi2