Investment and Planning Consultant - Central / RD and surrounding areas

Servus Credit Union; Red Deer; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading credit union in Alberta is seeking a full-time Investment & Planning Consultant to join their Wealth Sales team. The candidate will help members discover their financial needs and offer solutions, requiring a minimum of 5 years in financial advisory sales and relevant qualifications. This role features competitive compensation and the opportunity for career growth in a supportive environment.

Benefits

Competitive compensation

Performance-based incentives

Profit sharing

Training & development opportunities

Career advancement potential

Flexible work options

Qualifications

• Minimum 5 years of financial advisory sales experience required.
• Thorough knowledge of financial planning, products and policies.
• Strong communication and coaching skills.

Responsibilities

• Uncover the full financial needs of the members.
• Support the financial planning experience for members.
• Proactively pursue business opportunities.
• Establish and implement a sales plan.
• Coach and mentor team members.
• Ensure compliance with corporate policies.

Skills

Financial planning

Sales experience

Client relationship management

Education

Post-secondary diploma/degree

Investment Funds In Canada (IFIC)

MFDA License

Job description

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. 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.

We are hiring for a full‑time Investment & Planning Consultant to join our Wealth Sales team in Central Alberta.

• This position will cover the needs of members at our Olds, Crossfield, Carstairs, Cremona, Didsbury, and Sundre branches. Candidates are required to be flexible to travel to those locations when required.

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!

Influence: We're looking for top talent for this role so if you are considering a change this is your opportunity to influence Servus and our members. You are a natural sales person with a knack for helping people reach financial success.

What You’ll Be Doing

• 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

What You Bring

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.

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!

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!

Qualified applicants are invited to apply online.

Posting Closes: Until filled

Employment Status: Permanent, Full‑time ~ covering multiple locations within the Central Alberta region as indicated above.

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