Step into a rewarding Financial Planner position with Servus Credit Union, focusing on mid-net-worth members across Lethbridge and Crowsnest Pass. This in-person, full time role focuses on personalized financial planning.
Your role involves conducting thorough financial assessments and utilizing your two years of industry experience to help members achieve financial success. As part of the Wealth Sales Team, you’ll establish strong client relationships and drive financial literacy. The position is ideal for individuals who are proactive in pursuing business growth and fostering community ties.
Key Responsibilities:
• Conduct financial discovery and planning processes
• Support licensed advisors with mutual fund sales




• Actively find new sales opportunities and retain clients
• Build and implement a sales strategy for member engagement
• Stay informed on financial planning industry trends
Requirements:
• Minimum 2 years’ experience in the field
• Profound knowledge of financial planning principles
• Post-secondary education in finance or related field
• Must have Investment Funds in Canada qualification
• MFDA license is essential
Utilize your financial expertise to help cultivate a better financial future for Albertans at Servus.
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📌 Financial Planner at Servus Credit Union (Lethbridge)
🏢 Servus Credit Union
📍 Lethbridge