Elevate your career as a Financial Planner with Servus Credit Union in Lethbridge and Crowsnest Pass. You will engage in a fulfilling role that offers a guaranteed salary plus commissions. This permanent, full time position is key for delivering comprehensive financial planning services to mid net worth members.

You will conduct detailed discoveries, analyses, and implementations while ensuring ongoing monitoring to meet member goals. Seeking individuals with solid sales skills who thrive in a community-focused organization. Key Responsibilities:
Deliver full financial planning experience to members
Support mutual fund sales with Licensed Financial Advisors
Stay updated on financial planning and investment trends
Pursue recent business opportunities through proactive outreach
Monitor personal and corporate goals for success Requirements:
Minimum 2 years in financial services industry
Solid knowledge of financial planning and investment products
Post-secondary diploma/degree or equivalent experience
MFDA license required
Eligibility for mutual funds licensing Bring your passion for financial success to Servus Credit Union as a dedicated Financial Planner!

📌 Financial Planner For Servus Credit Union Crowsnest Pass
🏢 Connect First Credit Union
📍 Crowsnest Pass