edmonton, ab retention specialist Jobs – 49 Openings This Week

Financial Planner - Leduc and Devon
Servus Credit Union —Leduc, AB
- Financial services
- Profit sharing
Quick apply
9d
Manager, Heli Sales
CMH Heli-Skiing —Alberta
- Weekends as needed
- Sales
- Microsoft Office
- Presentation skills
- Dental care
- Paid time off
Fencing Foreman
Universal Fence —Edmonton, AB
- $30–$40 an hour
- Overtime
- Hybrid work
- Carpentry
- Supervising experience
- First Aid Certification
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Product Deployment Specialist
Accurate Network Services —Edmonton, AB
- $24–$26 an hour
- Full-time
- Hybrid work
- Communication skills
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Data Governance Specialist
Alberta Recycling Management Authority —Edmonton, AB
- Full-time
- SQL
- Analysis skills
- Bachelor's
- Commuter benefits
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9d
Marketing Systems Engineer | Digital Marketing Agency
Atrium Digital Inc. —Edmonton, AB
- $65,000–$85,000 a year
- Full-time
- CRM software
- Presentation skills
- In-person
- Wellness program
- Disability insurance
Quick apply
14d
Sr. Consultant, Group Retirement
NFP Corp —Edmonton, AB
- $90,000–$120,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Contract Conformance Specialist (Edmonton, AB) - Hybrid
Enbridge Contingent Talent Community —Edmonton, AB
- Contract
- Hybrid work
- Oracle
- Engineering
- Microsoft Office
Quick apply
Community Specialist | Southgate Centre
Lululemon —Edmonton, AB
- $22.25–$27.60 an hour
- Weekends as needed
- Customer service
- High school diploma or GED
- Education
- Dental care
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12d
Implementation Specialist
GPS Insight —Edmonton, AB
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
- Dental care
- Paid time off
Quick apply
14d
Messaging Specialist - Senior
Recutify Inc. —Edmonton, AB
- Full-time
- Remote
- Microsoft Access
Quick apply
Talent Acquisition Specialist
Apex Geomatics Construction Surveyors Ltd —Sherwood Park, AB
- Full-time
- Recruiting
- Organizational skills
- Construction
Quick apply
3h
Sales Executive
SysGen Solutions Group —Edmonton, AB
- Full-time
- Hybrid work
- CRM software
- Sales
- Presentation skills
Quick apply
Employment Placement Specialist – TRT
Newcomer Centre —Edmonton, AB
- $53,762–$55,375 a year
- Weekends as needed
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Sr. Messaging Specialist - GOAPRDJP00000720
Source Code —Edmonton, AB
- Weekends as needed
- Computer science
- Microsoft Access
- Computer Science
Quick apply
Document Management Specialist
Victor Energy —Nisku, AB
- Full-time
- Java
- Travel
- Business
- Dental care
- Paid time off
Quick apply
12d
Territory Product Specialist – Surgical Medical Devices – Edmonton, Alberta
bioventus —Edmonton, AB
- Full-time
- Bilingual
- Sales
- Marketing
- Employee stock purchase plan
- Dental care
Product Management specialist
Brenntag Canada Inc. —Edmonton, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Tuition reimbursement
Quick apply
Inside Technical Sales Representative (Filtration Specialist)
Vytal Filtration Technologies Inc. —Edmonton, AB
- $70,000–$90,000 a year
- Sales
- Customer service
- Engineering
Quick apply
Club General Manager
Altea - West Edmonton —Edmonton, AB
- Hospitality
- CPR Certification
- Bachelor's
Quick apply

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retention specialist jobs near edmonton, ab

Financial Planner - Leduc and Devon

Servus Credit Union -
Leduc, AB

Quick apply

Job details

Permanent
9 days ago

Qualifications

Investment
Post-secondary education
CFP
MFDA
Financial services

Full job description

Posting Closes: June 1, 2026

We are looking for a Financial Planner to join our Wealth Sales Team!

Employment Status: Permanent, Full-time, In-Person ~ covering our Leduc and Devon locations.

Compensation: This position has a guaranteed base salary plus commission structure.

Internal Use Only: S3/a

Join Servus Credit Union - Canada’s Largest Credit Union!

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

What might motivate you to apply?

Earnings: You will enjoy the comfort of a competitive base salary in addition to commissions.

Influence: We're looking for top talent for this role so if you are considering a change this is your opportunity to influence Servus and our members. You are a natural sales person with a knack for helping people reach financial success.

The primary accountability of the role is to provide the full financial planning experience to mid net worth members by completing discovery, analysis, implementation and ongoing monitoring to ensure members achieve their financial goals, and in doing so they deliver a superior member experience.

You also play a key role in the delivery of wealth services to our entire membership by being part of a team that encompasses our membership base. Our Financial Planners fulfill that role by uncovering the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Senior Wealth Advisor, Wealth Specialist, or other partners within the fully integrated Servus network.

They foster an environment where employees on the team benefit from professional growth and development by taking an active role. They possess effective business habits and are accountable for the meeting/exceeding both of personal and corporate goals including the retention and acquisition of new members.

What You'll be Doing:

Play an active role in supporting the mutual fund sales activities of Licensed Financial Advisors in the branches they support. They will live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote Servus Credit Union as a good corporate citizen.
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) to target market.
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 pursuing external/internal business opportunities by: retention of existing member base and actively soliciting new business, reviewing marketing data to determine new market potential, and leveraging opportunities with existing members through in branch/telephone communication.
Monitor and ensure personal and corporate goals are being met/exceeded.
Establish and implement a sales plan that focuses on the retaining/attracting new members with mid net worth developing internal referral sources, centers of influence (COI’s), improving profitability with existing members, developing business from existing members and retention of members.
Build a financial planning practice with a member-centric focus, leveraging tools including all financial service considerations and build a network of Servus partners.

What you Bring:

Experience

Minimum of 2 years’ experience in the financial services industry including securities and compliance.
Thorough knowledge of financial planning, products, policies, procedures and operations.

Education and Training:

Post-secondary diploma/degree or an equivalent combination of education and experience.
Responsible Investment Specialist (RIS) designation
Financial Planning designation (CFP)
Investment Funds in Canada
MFDA license

Why Servus?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Competitive compensation including performance-based incentive pay and profit share
Training & Development Opportunities
Career Advancement Potential
Flexible work options
Meaningful work towards individual and corporate goals
Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

Employment Eligibility for external applicants: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. This role also requires eligibility to hold a mutual funds license and be registered with Aviso Wealth. This will require additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

Qualified applicants are invited to apply online.

#indh

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Refine Your Search

retention specialist jobs in edmonton, ab

Financial Planner - Leduc and Devon

Manager, Heli Sales

Fencing Foreman

Product Deployment Specialist

Data Governance Specialist

Marketing Systems Engineer | Digital Marketing Agency

Sr. Consultant, Group Retirement

Contract Conformance Specialist (Edmonton, AB) - Hybrid

Community Specialist | Southgate Centre

Implementation Specialist

Messaging Specialist - Senior

Talent Acquisition Specialist

Sales Executive

Employment Placement Specialist – TRT

Sr. Messaging Specialist - GOAPRDJP00000720

Document Management Specialist

Territory Product Specialist – Surgical Medical Devices – Edmonton, Alberta

Product Management specialist

Inside Technical Sales Representative (Filtration Specialist)

Club General Manager

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