Investment and Planning Consultant - Lethbridge and Crowsnest Pass
About The Position
Join Servus Credit Union, Canada's Largest Credit Union, and experience a different approach to finance where people are prioritized over profits. As a credit union, every dollar earned is reinvested into members, employees, and communities. Servus Credit Union is seeking passionate, values-driven individuals from all backgrounds who are eager to contribute meaningfully. If you are excited to grow your career with an innovative, hardworking, collaborative team deeply rooted in the community, Servus Credit Union wants to meet you. This role offers a competitive base salary with unlimited earning potential through a commission structure, providing an opportunity to influence Servus and its members. The ideal candidate is a natural salesperson with a talent for helping people achieve financial success.
Requirements
- Minimum 5 years of financial advisory sales experience.
- Thorough knowledge of financial planning, products, policies, procedures, and operations.
- Post-secondary diploma/degree or an equivalent combination of education and experience preferred.
- Investment Funds in Canada (IFIC) certification and/or mutual fund license (active registration preferred).
- Thorough understanding of financial products and services is an asset.
- Must successfully pass a criminal background check, reference check, and credit check.
- Eligibility to hold a mutual funds license and be registered with Aviso Wealth.
Nice To Haves
- Active registration for IFIC certification and/or mutual fund license is preferred.
- Thorough understanding of financial products and services is an asset.
Responsibilities
- Uncover the full financial needs of members, provide solutions, and/or refer them to the appropriate Advisor.
- Support and/or facilitate the financial planning experience for members.
- Be proactive in pursuing external/internal business opportunities by retaining existing members and actively soliciting new business.
- Review marketing data to determine new market potential.
- Leverage opportunities with existing members through in-branch/telephone communication.
- Establish and implement a sales plan focused on retaining and attracting new mid/high net worth members.
- Develop internal referral sources and centers of influence.
- Improve profitability with existing members and develop business from them.
- Identify staff developmental opportunities and provide effective coaching and technical training.
- Provide coaching and mentoring to assist team members with skill development.
- Ensure adherence to all corporate policies, procedures, and guidelines, including compliance with legislative and regulatory requirements to mitigate risk.
Benefits
- Competitive base salary
- Commission structure
- Unlimited earning potential
- Profit sharing
- Performance-based incentive pay
- Health and wellness benefits
- Vacation
- Retirement savings programs
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Employee volunteer program
- All the benefits of being a member of the credit union (profit sharing, voting for the board of directors, financial services)
- Additional perks for employees who are also members
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
