Job Description
We are looking for a Financial Planner to join our Wealth Sales Team at Servus Credit Union.
This permanent, full-time, in-person position is based at our Leduc and Devon locations. The role offers a guaranteed base salary plus a commission structure.
Posting Closes: June 1, 2026
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).
- 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. ...