Investment and Planning Consultant - Ponoka, Rimbey, and Blackfalds Branches

Servus Credit Union•Ponoka, AB

9d•Onsite

About The Position

Servus Credit Union, Canada’s largest credit union, operates differently from traditional banks by prioritizing people over profits. All earnings are reinvested into members, employees, and communities through profit sharing, competitive rates, and local initiatives. The organization is seeking passionate, values-driven individuals from all backgrounds who are aligned with their values and eager to contribute. This role offers a competitive base salary with unlimited earning potential and the opportunity to influence Servus and its members by helping them achieve financial success. The ideal candidate is a natural salesperson with a knack for financial guidance.

Requirements

Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.
Post-secondary diploma/degree or an equivalent combination of education and experience
Investment Funds In Canada (IFIC)
MFDA License
Eligibility to hold a mutual funds license and be registered with Aviso Wealth.

Nice To Haves

Thorough understanding of financial products and services is an asset.

Responsibilities

Uncover the full financial needs of the members, provide solutions and/or refer these to the appropriate Advisor.
Support and/or facilitate the financial planning experience for the members.
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.
Establish and implement a sales plan that focuses on retaining and attracting new members with mid/high net worth, developing internal referral sources, centers of influence, improving profitability with existing members and developing business from existing members.
Identify staff developmental opportunities and provide effective coaching and technical training.
Provide coaching & mentoring to assist members of the team with skill development.
Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members.

Benefits

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
Health and wellness programs
Vacation programs
Retirement savings programs
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!