Posting Closes: September 21, 2022
Employment type: Full time
This position can be located in St. Paul, AB, Lac La Biche, AB or Plamondon, AB.
Compensation: $68,357 per annum + Competitive Financial Planner compensation plan
Servus is growing! We are currently looking for a Financial Planner in our St. Paul, Alberta, market.
Reporting to the Regional Manager Wealth, they thrive in a fast-paced environment working closely with external sources to build connections and centers of influence. A Financial Planner develops strong community connections and focuses their energy on activities that will support our ongoing efforts of growing relationships. They are actively involved in various business networks in and around Edmonton generating new business through financial fitness conversations. Our Financial Planners get to know our members and gather information related to their goals. Through financial analysis they develop a financial plan that supports members through to retirement. Because they have their mutual funds license, they can offer our members a variety of products that suit their needs. Building relationships and communication is one of their strengths because they have a genuine desire to help people reach their investment goals. With a genuine desire to build relationships and help our members find investment products to meet their needs, you play an integral role in shaping member's financial fitness.
More specifically, the scope of your responsibilities will include, but are not limited to:
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