Financial Planner - Leduc and Devon
Servus Credit Union • city of leduc, Canada
Role Description
Job Summary
Financial Planner – Full-time, Permanent. Primary accountabilities include delivering the full financial planning experience for mid net worth members and supporting the wealth services team across our Leduc and Devon locations.
Responsibilities
- Support the mutual fund sales activities of Licensed Financial Advisors, ensuring members feel at home and leveraging Servus’s integrated financial services platform.
- Deliver the full financial planning experience using the CFP’s six steps: discovery, data gathering, analysis, presentation, implementation, and annual monitoring.
- Maintain up‑to‑date knowledge of financial planning and investment industry trends through training, industry courses, and licensing requirements.
- Pursue business opportunities by retaining existing members, soliciting new business, analyzing marketing data, and engaging members via branch and telephone communication.
- Monitor per...