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

Posting Closes: Until filled

Employment Status: Permanent, Full-time, In-Person covering our Ponoka, Rimbey, and Blackfalds branches.

Compensation: This position has a guaranteed base salary plus commission structure.

Join Servus Credit Union - Canada’s Largest Credit Union!

At Servus Credit Union, we do things differently because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways.

What might motivate you to apply? Earnings:
You will enjoy the comfort of a competitive base salary in addition to unlimited earning potential of the Investment & Planning Consultant.

• 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.

Experience

• Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.

Education And Training

• 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.

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

At Servus, our employees are also members. This means you’ll have 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!

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

Employment Eligibility for external applicants: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. This role also requires eligibility to hold a mutual funds license and be registered with Aviso Wealth. This will require additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don’t check every box, we encourage you to apply!

Qualified applicants are invited to apply online.