Wealth Planner – Mid Net Worth, In-Person (Lethbridge)

Wealth Planner – Mid Net Worth, In-Person (Lethbridge)

07 Nov
|
Servus Credit Union
|
Lethbridge

07 Nov

Servus Credit Union

Lethbridge

Servus Credit Union is seeking a Financial Planner to join our Wealth Sales Team across Lethbridge and the Crowsnest Pass. This permanent, full time in-person role delivers the full financial planning experience to mid net worth members, including discovery, analysis and ongoing monitoring to help members reach financial goals.The ideal candidate has at least 2 years in financial services with securities and compliance, MFDA license, and Investment Funds in Canada.

📌 Wealth Planner – Mid Net Worth, In-Person (Lethbridge)
🏢 Servus Credit Union
📍 Lethbridge

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