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 robust 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 prospects 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.

📌 Financial Planner At Servus Credit Union Lethbridge
🏢 Servus Credit Union
📍 Lethbridge