Financial Planner - Lethbridge and Crowsnest Pass

Servus Credit Union; Lethbridge; On-site; CAD 65,000 - 100,000; Full time

Benefits offered by this job

Competitive base + commissions

Profit sharing

Flexible work options

Community-focused culture

Job summary

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.

Qualifications

• Minimum of 2 years’ experience in the financial services industry including securities and compliance.
• Thorough knowledge of financial planning, products, policies, procedures and operations.

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.

Skills

Financial planning

Securities knowledge

Regulatory compliance

Education

Post-secondary diploma/degree

Investment Funds in Canada

MFDA license

Job description

Financial Planner - Lethbridge and Crowsnest Pass

We are looking for a Financial Planner to join our Wealth Sales Team!

Employment Status: Permanent, Full-time, In-Person ~ covering our Lethbridge and Crowsnest Pass branches.

Compensation: This position has a guaranteed base salary plus commission structure.

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.

What might motivate you to apply?

Earnings: You will enjoy the comfort of a competitive base salary in addition to commissions.

Influence: We're looking for top talent for this role so if you are considering a change this is your opportunity to influence Servus and our members. You are a natural sales person with a knack for helping people reach financial success.

The primaryaccountabilityof the role is to provide the full financial planning experience to mid net worth members by completing discovery, analysis,implementationand ongoing monitoring to ensure members achieve their financial goals, and in doing so they deliver a superior member experience.

You also play a key role in the delivery of wealth services to our entire membership by being part of a team that encompasses our membership base. Our Financial Planners fulfill that role by uncovering the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Senior Wealth Advisor, Wealth Specialist, or other partners within the fully integrated Servus network.

They foster an environment where employees on the team benefit from professional growth and development by taking an active role. They possess effective business habits and are accountable for the meeting/exceeding both of personal and corporate goals including the retention and acquisition of new members.

What you'll be Doing:

• 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.

What you Bring:

Experience

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

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

Education and Training:

• Post-secondary diploma/degree or an equivalent combination of education and experience.
• Investment Funds in Canada
• MFDA license

Why Servus?

• 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
• 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!

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!