Elevate your career as a Financial Planner with Servus Credit Union in Lethbridge and Crowsnest Pass. You will engage in a fulfilling role that offers a guaranteed salary plus commissions.
This permanent, full-time position is key for delivering comprehensive financial planning services to mid net worth members. You will conduct detailed discoveries, analyses, and implementations while ensuring ongoing monitoring to meet member goals. Seeking individuals with strong sales skills who thrive in a community-focused organization.
Key Responsibilities:
- Deliver full financial planning experience to members
- Support mutual fund sales with Licensed Financial Advisors
- Stay updated on financial planning and investment trends
- Pursue new business opportunities through proactive outreach
- Monitor personal and corporate goals for success
Requirements:
- Minimum 2 years in financial services industry
- Solid knowledge of financial planning and investment products
- Post-secondary diploma/degree or equivalent experience
- MFDA license required
- Eligibility for mutual funds licensing
Bring your passion for financial success to Servus Credit Union as a dedicated Financial Planner!
Contact Details:
Connect First Credit Union Recruitment Team
