Servus Credit Union
Financial Planner - Leduc and Devon
Job Description
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 ext...