More jobs:
Investment & Planning Consultant Sundre
Job Description & How to Apply Below
Location: Sundre
Join Servus Credit Union as an Investment and Planning Consultant and make a real impact in Red Deer Rural. Utilize your sales skills to help our members achieve financial success.
In this permanent, full-time role, you will work closely with members to identify their financial needs and guide them toward the right solutions. You'll be instrumental in driving both retention and current business opportunities while ensuring compliance with corporate policies. Partner with our team to develop meaningful relationships within the community.
Key Responsibilities- Identify and address members' financial needs
- Support financial planning and advice for clients
- Solicit recent business through strategic outreach
- Develop a sales plan for retaining and attracting members
- Mentor team members and support skill development
- 5 years of experience in financial advisory sales
- Relevant post-secondary degree or diploma
- Certification in Investment Funds In Canada (IFIC)
- Active MFDA License required
- Solid understanding of financial products
Enhance your career while contributing to a values-driven organization at Servus Credit Union.
Job : J-18808-Ljbffr
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×