Financial Planner - Leduc and Devon

We are looking for a Financial Planner to join our Wealth Sales Team. Employment Status: Permanent, Full-time, In-Person (covering our Leduc and Devon locations). Compensation: Guaranteed base salary plus commission structure. What You'll be Doing: - Play an active role in supporting the mutual fund sales activities of Licensed Financial Advisors in the branches they support. - Deliver the full financial planning experience by implementing the CFP’s six steps of financial planning – including discovery, gathering data, analysis, presentation of the financial plan, implementation and ongoing monitoring (annual reviews). - Maintain up-to-date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements. - Be proactive in pursuing external/internal business opportunities by retaining existing member base, actively soliciting new business, reviewing marketing data to determine new market potential, and leveraging opportunities with existing members through in‑branch/telephone communication. - Monitor and ensure personal and corporate goals are being met/exceeded. - Establish and implement a sales plan that focuses on retaining/attracting new members with mid net worth, developing internal referral sources, centers of influence, improving profitability with existing members, developing business from existing members and retention of members. - Build a financial planning practice with a member‑centric focus, leveraging tools including all financial service considerations and build a network of Servus partners. What you Bring: Experience Minimum of 2 years’ experience in the financial services industry including securities and compliance. Thorough knowledge of financial planning, products, policies, procedures and operations. Education and Training - Post‑secondary diploma/degree or an equivalent combination of education and experience. - Knowledge of Investment Funds in Canada. - MFDA license. Why Servus? - Competitive compensation including performance‑based incentive pay and profit share. - Versatile work options. - Meaningful work towards individual and corporate goals. - Opportunities to get involved and give back through an employee volunteer program. Qualified applicants are invited to apply online. At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. The selected candidate(s) must successfully pass a criminal background check, reference check, and credit check to qualify for hire by Servus Credit Union. This role also requires eligibility to hold a mutual funds license and be registered with Aviso Wealth, and will involve additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective. Apply on Kit Job: kitjob.ca/job/2pg5sh