Insurance Planning Specialist

Servus Credit Union; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Alberta is looking for an Insurance Planning Specialist to join their team. The role involves helping members understand their insurance needs and providing tailored solutions. Ideal candidates should have at least 2 years of insurance experience and appropriate licensing. The position offers competitive compensation with a bonus structure, training opportunities, and a collaborative work environment.

Benefits

Competitive compensation including performance-based incentives

Training & Development Opportunities

Flexible work options

Qualifications

• 2+ years of experience in Insurance is required.
• Proven experience in providing detailed information to third parties.
• Ability to offer appropriate insurance solutions based on client needs.

Responsibilities

• Help members understand their insurance needs and implement solutions.
• Reach out to existing policyholders for reviews and retention.
• Refer members to Financial Advisors and Wealth Protection Specialists.

Skills

2 or more years of experience in Insurance

Ability to analyze and interpret the needs of clients

Experience with life, disability and health insurance sales

Education

Life / Accident and Sickness Insurance License in Alberta

Certified Financial Planner (CFP) or working towards designation

Chartered Life Underwriter (CLU) designation

Job description

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

We are hiring for Insurance Planning Specialist to join our Servus Wealth Strategies Team!

Posting closes: November 28, 2025, 4:00 p.m.

Employment Status: Full-time

Location: In person role, candidates are required to work from one of our locations in Calgary, Edmonton, or Red Deer.

Salary: Base, plus bonus structure.

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. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

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. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

Reporting to the Regional Vice President, Insurance Services our Insurance Planning Specialists are the diligent professionals who help our members and employees find the right individual life, disability, and critical illness insurance solutions to suit their needs. They are trusted insurance planners that provide sound advice to ensure our members have the right insurance in place to protect their assets and income against unexpected events that may occur.

What You'll Be Doing

• Helping members uncover and understand the need for insurance, and work with the member to put those insurance solutions in place as part of their holistic financial plan.
• Be proactive in reaching out to existing policy holders for review, uncovering new needs and retention.
• Uncover the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Financial Planner, and Wealth Protection Specialists.
• Actively participate and support Retail and Wealth partners– always with a member‑centric focus – doing what’s right for the member.
• Maintain up to date Financial Planning and insurance industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements.

What You Bring

Experience:

• 2 or more years of experience in Insurance
• Ability to analyze and interpret the needs of clients and offer the appropriate insurance solutions
• Proven experience in providing detailed and accurate information to third parties
• Experience with life, disability and health insurance sales

Education

• Life / Accident and Sickness Insurance License in the Province of Alberta
• Certified Financial Planner (CFP) or working towards designation
• Chartered Life Underwriter (CLU) designation and/or equivalent work experience is an asset

Why Servus?

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!

What happens next?

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

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!

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.

Qualified applicants are invited to apply online.