Financial Planner - Leduc and Devon

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.
• Be proactive in pu...