Financial Planning Specialist

Position: Financial Planning Specialist

Location: Red Deer, Alberta

Employment Status: Permanent, Full-time, In-Person; must cover multiple locations in the Red Deer region.

Posting Closes: May 12th, 4:00 p.m.

• Deliver the full financial planning experience by implementing the CFP’s six steps of financial planning—including discovery, gathering data, analysis, presentation, implementation, and annual reviews—to existing members.
• Maintain up‑to‑date industry knowledge and uphold accreditation and licensing requirements.
• Monitor and ensure personal and corporate goals are being met/exceeded—growth of book of business, revenue, asset gathering, retention, sales/renewals, insurance, member segmentation, and referrals.
• Support the team’s sales plan focused on retaining and attracting high‑net‑worth members, developing internal referral sources, centers of influence, and profitability.
• Build a member‑centric financial planning practice and develop a network of Servus partners.
• Take necessary action on issues or concerns arising from daily trade reviews and audits.

• 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.

• Post‑secondary diploma/degree or equivalent.
• Financial Planning designation (CFP).
• Canadian Securities Course, CIRO conduct training.
• Life license.
• CIRO Investment Rep Training.

• Competitive compensation with performance‑based incentive pay and profit share.
• Training & development opportunities.
• Career advancement potential.
• Flexible work options.
• Meaningful work toward individual and corporate goals.
• Employee volunteer program.

• Must pass criminal background check, reference check, and credit check.
• Must be registered with Aviso Wealth and meet licensing registration requirements.

We encourage applications from individuals of all backgrounds. Accommodations are available during every stage of the hiring process upon request.