Financial Planner and Crowsnest Pass

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
.

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,implementation and 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.

• 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…