Financial Planner - Lethbridge and Crowsnest Pass

Play an active role in supporting the mutual fund sales activities of Licensed Financial Advisors in the branches they support. They will live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote Servus Credit Union as a good corporate citizen.

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) to target market.

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 external/internal business opportunities by: retention of existing member base and actively soliciting new business, reviewing marketing data to determine new market potential, and leveraging opportunities with existing members through in branch/telephone communication.

Monitor and ensure personal and corporate goals are being met/exceeded.

Establish and implement a sales plan that focuses on the retaining/attracting new members with mid net worth developing internal referral sources, centers of influence (COI’s), improving profitability with existing members, developing business from existing members and retention of members.

Build a financial planning practice with a member-centric focus, leveraging tools including all financial service considerations and build a network of Servus partners.

Minimum of 2 years’ experience in the financial services industry including securities and compliance.

Thorough knowledge of financial planning, products, policies, procedures and operations.

Post-secondary diploma/degree or an equivalent combination of education and experience.

Responsible Investment Specialist (RIS) designation

Financial Planning designation (CFP)

Investment Funds in Canada

MFDA license

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Competitive compensation including performance-based incentive pay and profit share

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Meaningful work towards individual and corporate goals

Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

Employment Eligibility for external applicants: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. This role also requires eligibility to hold a mutual funds license and be registered with Aviso Wealth. This will require additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

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