Servus Credit Union is seeking a Financial Planner to join our Wealth Sales Team across Lethbridge and the Crowsnest Pass. This permanent, full-time in-person role delivers the full financial planning experience to mid net worth members, including discovery, analysis and ongoing monitoring to help members reach financial goals.
The ideal candidate has at least 2 years in financial services with securities and compliance, MFDA license, and Investment Funds in Canada.
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Wealth Planner β Mid Net Worth, In-Person in Lethbridge employer: Servus Credit Union
Servus Credit Union is an exceptional employer that prioritizes employee engagement and development within a values-driven culture. With the flexibility of a hybrid work model across Calgary, Edmonton, and Red Deer, employees enjoy a supportive environment that fosters growth and recognition, making it a rewarding place to build a meaningful career.