Servus Credit Union

Financial Planner - Leduc and Devon

📍 Location
leduc, ab
⏰ Job Type
Full-time
📅 Posted
June 01, 2026
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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...

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