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Member‑Focused Investment & Planning Advisor
Job Description & How to Apply Below
A leading credit union in Canada is looking for a full-time Investment & Planning Consultant in Ponoka. The role involves uncovering financial needs of members, supporting financial planning, and providing coaching to team members. The ideal candidate has at least 5 years of financial advisory sales experience, along with required licenses. This position offers a competitive base salary, an incentive pay structure, and opportunities for career advancement, embodying a culture of inclusion and community support.
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