Investment and Planning Consultant - Lloydminster

Servus Credit Union•City of Lloydminster, AB

1d•Onsite

About The Position

Join Servus Credit Union, Canada's Largest Credit Union, and experience a different way of doing business 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 to join their innovative, hardworking, and collaborative team. This role offers the opportunity to influence the credit union and its members, making a significant impact on Albertans' financial well-being.

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
Thorough understanding of financial products and services is an asset.
Eligibility to hold a mutual funds license and be registered with Aviso Wealth.
Must successfully pass a criminal background check, reference check and credit check.

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 base salary
Commission structure
Unlimited earning potential
Profit sharing
Health and wellness benefits
Vacation benefits
Retirement savings programs
Training & Development Opportunities
Career Advancement Potential
Flexible work options
Opportunities to get involved and give back through an employee volunteer program
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!