Job Description
Join Servus Credit Union's Wealth Sales Team as a Financial Planner in Leduc and Devon. This position offers a solid base salary alongside a rewarding commission structure.
In this permanent, full-time role, you will actively support Licensed Financial Advisors and deliver comprehensive financial planning services. Key responsibilities include implementing the CFP's six steps, maintaining up-to-date industry knowledge, and proactively seeking new business opportunities while ensuring corporate goals are met.
Key Responsibilities:
• Support mutual fund sales activities with Licensed Financial Advisors
• Implement the CFP’s six steps of financial planning
• Stay current with financial planning regulations and best practices
• Pursue business opportunities through member engagement
• Develop and execute a strategic sales plan for member growth
Requirements:
• Minimum 2 years in the financial services industry
...
In this permanent, full-time role, you will actively support Licensed Financial Advisors and deliver comprehensive financial planning services. Key responsibilities include implementing the CFP's six steps, maintaining up-to-date industry knowledge, and proactively seeking new business opportunities while ensuring corporate goals are met.
Key Responsibilities:
• Support mutual fund sales activities with Licensed Financial Advisors
• Implement the CFP’s six steps of financial planning
• Stay current with financial planning regulations and best practices
• Pursue business opportunities through member engagement
• Develop and execute a strategic sales plan for member growth
Requirements:
• Minimum 2 years in the financial services industry
...