Senior Financial Planning Specialist

Position: Senior Financial Planning Specialist Role
Apply for the Senior Financial Planning Specialist role at Servus, located in Red Deer, Alberta. This full-time, in-person position allows you to implement comprehensive financial strategies across multiple locations.

You will engage with existing members to provide expert financial planning through the implementation of the CFP's six key steps while ensuring compliance with industry regulations. By focusing on the growth of your book of business and cultivating high-net-worth relationships, you will contribute significantly to the company's success. Building partnerships is essential to this role.

Key Responsibilities:

• Implement the financial planning process as per CFP standards

• Achieve and monitor personal and corporate goals

• Drive a sales plan focused on high-net-worth clientele

• Develop a member-focused financial planning framework

• Handle daily trade reviews and audit challenges

Requirements:

• 5+ years of experience in wealth management

• Strong understanding of financial planning frameworks

• Post-secondary education or equivalent experience

• CFP certified

• Must be registered with Aviso Wealth

Use your expertise to provide clients exceptional financial planning experiences at Servus.
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