Wealth Planner – Mid Net Worth, In-Person

Servus Credit Union is seeking a Financial Planner to join our Wealth Sales Team across Lethbridge and the Crowsnest Pass. This permanent, full-time in-person role delivers the full financial planning experience to mid net worth members, including discovery, analysis and ongoing monitoring to help members reach financial goals.

The ideal candidate has at least 2 years in financial services with securities and compliance, MFDA license, and Investment Funds in Canada.