Helene L.
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Helene L. Email & Phone Number

Assistant Branch Manager at Servus Credit Union
Location: Calgary, Alberta, Canada 7 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Servus Credit Union
Role
Assistant Branch Manager
Location
Calgary, Alberta, Canada
Company size
2083 employees

Who is Helene L.? Overview

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Quick answer

Helene L. is listed as Assistant Branch Manager at Servus Credit Union, a with 2083 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Helene L..

Helene L. previously worked as Assistant Branch Manager at Connect First Credit Union and Personal Relationship Manager at Atb Financial. Helene L. holds Certified Financial Planner Cfp, Financial Planning And Services from Mount Royal College.

Company email context

Email format at Servus Credit Union

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Servus Credit Union

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Profile bio

About Helene L.

SAIT, Leading Beyond ANY Title, CertificationMount Royal University, CFP Certified Financial PlannerICB, Fundamentals of Personal FinanceAlberta Insurance Council Life Insurance License, Accident and Sickness LicenseCanadian Securities CourseInvestment Funds of CanadaFanshawe College Diploma: Television Broadcasting

Current workplace

Helene L.'s current company

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Servus Credit Union
Servus Credit Union
Assistant Branch Manager
Calgary, AB, CA
Website
servus.ca
Employees
2083
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Company profile
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7 roles

Helene L. work experience

A career timeline built from the work history available for this profile.

Assistant Branch Manager

Connect First Credit Union

Calgary, Alberta

Leader/Coach/Mentor/Member Experience Obsessed/ Manager of People and Processes/Problem Solver/Consumer Lending/Underwriting/Credit Risk Management/Branch Floor Operations/Internal Audit Control Assurance

Personal Relationship Manager

Atb Financial

Calgary, Alberta, Canada

Feb 2018 - Nov 2021

Lending Specialist

Specialized Sales Division Bmo Financial Group

Calgary

As my intrigue with the securities market grew, I pursued the CFP designation and being fortunate to have enjoyed working in every facet of the financial services industry, I now specialize in personal, business and commercial lending. With access to the most competitive financing solutions, I provide my clients with customized financing structures that best suit their current needs. Whether it's purchasing investments, transferring a loan or refinancing a home, I make their lending experience uncomplicated. As a mobile lender I meet my clients when and where it is convenient for them.

Apr 2014 - Feb 2018

Personal Banking Specialist

Atb Financial

Calgary Crowfoot

Dec 2011 - Apr 2014

Investment Specialist

Atb Investor Services

Calgary,

I partnered with ATB Financial branches to network, seek and attract customers who would benefit from ATB Investor Services’ Mutual Fund Investment and retirementplanning solutions.

Jul 2004 - Aug 2006

Independent Broker/ Cfp

Financial Management And Portfolio Strategies

Calgary, Canada Area

Independent Broker, C.F.P., with Financial Management for Life Insurance Dealer and Portfolio Strategies for Mutual Funds November 1999 to August 2003Offered full financial planning services in life, disability, group, estate, retirement, tax and investment planning.

Nov 1999 - Aug 2003
Team & coworkers

Colleagues at Servus Credit Union

Other employees you can reach at servus.ca. View company contacts for 2083 employees →

CS Cindy Scott Cindy Scott Colleague at Servus Credit UnionRed Deer County, Alberta, Canada View → SC Sharon Charnetski Sharon Charnetski Colleague at Servus Credit UnionRed Deer, Alberta, Canada View → NP Niyati Panchal Niyati Panchal Colleague at Servus Credit UnionCanada View → DG Donna Genereux Donna Genereux Colleague at Servus Credit UnionMedicine Hat, Alberta, Canada View → JK Jodi Kemper Jodi Kemper Colleague at Servus Credit UnionProvost, Alberta, Canada View → SB Steven Broomfield Steven Broomfield Colleague at Servus Credit UnionIndian Head, Saskatchewan, Canada View → LD Leigh-Ann Doughty Leigh-Ann Doughty Colleague at Servus Credit UnionRedcliff, Alberta, Canada View → SS Simona Stoica Simona Stoica Colleague at Servus Credit UnionEdmonton, Alberta, Canada View → JV Jeremy Vander Meulen Jeremy Vander Meulen Colleague at Servus Credit UnionRed Deer, Alberta, Canada View → LM Leanne Ma Leanne Ma Colleague at Servus Credit UnionGreater Edmonton Metropolitan Area, Canada View →
3 education records

Helene L. education

FAQ

Frequently asked questions about Helene L.

Quick answers generated from the profile data available on this page.

What company does Helene L. work for?

Helene L. works for Servus Credit Union.

What is Helene L.'s role at Servus Credit Union?

Helene L. is listed as Assistant Branch Manager at Servus Credit Union.

Where is Helene L. based?

Helene L. is based in Calgary, Alberta, Canada while working with Servus Credit Union.

What companies has Helene L. worked for?

Helene L. has worked for Servus Credit Union, Connect First Credit Union, Atb Financial, Specialized Sales Division Bmo Financial Group, and Atb Investor Services.

Who are Helene L.'s colleagues at Servus Credit Union?

Helene L.'s colleagues at Servus Credit Union include Cindy Scott, Sharon Charnetski, Niyati Panchal, Donna Genereux, and Jodi Kemper.

How can I contact Helene L.?

You can use AeroLeads to view verified contact signals for Helene L. at Servus Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Helene L. attend?

Helene L. holds Certified Financial Planner Cfp, Financial Planning And Services from Mount Royal College.

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