Investment and Planning Consultant Rural

Position Overview

Investment & Planning Consultant - responsible for discovering members' financial needs, providing tailored solutions, and ensuring a comprehensive financial planning experience. This role focuses on high net‑worth individuals across multiple Red Deer region branches.

• 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, 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 risk to the Credit Union and members.

• Minimum 5 years of financial advisory sales experience and 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.

• 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.

The selected candidate(s) must successfully pass a criminal background check, reference check and credit check. They must hold a mutual funds license and be registered with Aviso Wealth. The role requires additional due processes to ensure all licensing and registration criteria are met.