Financial Planner - Leduc and Devon

Servus Credit Union•Devon, AB

1d•Onsite

About The Position

We are looking for a Financial Planner to join our Wealth Sales Team! This is a permanent, full-time, in-person role covering the Leduc and Devon locations. The position offers a guaranteed base salary plus a commission structure. Servus Credit Union, Canada's Largest Credit Union, operates differently from banks by prioritizing people over profits, reinvesting earnings into members, employees, and communities. We seek passionate, values-driven individuals aligned with our mission to help Albertans feel good about their money. If you are excited to grow your career with an innovative, hardworking, collaborative, and community-rooted team, we encourage you to apply.

Requirements

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
Eligibility to hold a mutual funds license and be registered with Aviso Wealth.
Successfully pass a criminal background check, reference check and credit check.

Responsibilities

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) 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.

Benefits

Competitive base salary
Commissions
Profit sharing
Health and wellness benefits
Vacation
Retirement savings programs
Training & Development Opportunities
Career Advancement Potential
Flexible work options
Employee volunteer program
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!