Financial Planning Specialist - Red Deer

Servus Credit Union

1d•Onsite

About The Position

Join Servus Credit Union - Canada’s Largest Credit Union! We are looking for a Financial Planning Specialist to join our Wealth Strategies team in Red Deer. At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters. We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money. We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you. The primary focus of the Financial Planning Specialist is to provide full financial planning experience to high-net-worth members by completing discovery, analysis, implementation and ongoing monitoring to ensure members achieve their financial goals, and in doing so they deliver superior member experience. The Financial Planning Specialist fulfills the role by uncovering the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Financial Planner, Wealth Protection Specialist or other partners within the fully integrated Servus network.

Requirements

Minimum of 5 years’ experience in the wealth 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.
Financial Planning designation (CFP)
Canadian Securities Course, CIRO conduct Training
Life License
CIRO Investment Rep Training
Candidates must have the flexibility to cover multiple locations in our Red Deer region.
Successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.
Eligibility to be registered with Aviso Wealth. This will require additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective.

Responsibilities

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 existing members.
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.
Monitor and ensure personal and corporate goals are being met/exceeded including the following: growth of the book of business, revenue, asset gathering, and retention of assets, sales/renewals, insurance, member segmentation, and referrals to internal partners.
Support the teams sales plan that focuses on the retaining/attracting new members with high 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.
Take necessary action on issues or concerns arising from daily trade reviews and audits.

Benefits

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
Profit sharing
Voting for the board of directors
Financial services
Health and wellness
Vacation
Retirement savings programs