Investment and Planning Consultant - Edmonton

Connect First Credit Union; Edmonton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian credit union in Edmonton is seeking a full-time Investment and Planning Consultant to join their Wealth Sales team. You will help uncover members' financial needs and provide tailored solutions. The ideal candidate has at least 5 years of financial advisory sales experience, along with a strong understanding of financial products. This position offers competitive compensation, including a base salary and performance incentives.

Benefits

Performance-based incentive pay

Profit share

Flexible work options

Training & Development Opportunities

Qualifications

• Minimum 5 years of financial advisory sales experience.
• Thorough knowledge of financial planning products and operations.
• Strong understanding of financial products is an asset.

Responsibilities

• Uncover members' financial needs and provide solutions.
• Support the financial planning experience for the members.
• Proactively pursue business opportunities with members.
• Establish and implement sales plans to attract new members.
• Identify staff developmental opportunities and provide coaching.

Skills

Financial advisory sales experience

Knowledge of financial planning

Salesmanship

Education

Post-secondary diploma/degree

Investment Funds In Canada (IFIC)

MFDA License

Job description

Overview

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. 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 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 and Planning Consultant to join our Wealth Sales team in Edmonton, Alberta.

What might motivate you to apply?

• Earnings: You will enjoy the comfort of a competitive base salary in addition to unlimited earning potential in the Investment & Planning Consultant role.
• Influence: We’re looking for top talent for this role; 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 retaining the 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 or 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 and 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?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• 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. Servus Credit Union is committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. Accommodations are available during every stage of the hiring process upon request. We encourage applications from individuals of all backgrounds, and your skills, passion and curiosity may find a home at Servus—even if you don’t check every box.

Qualified applicants are invited to apply online.

Posting Closes: Until filled

Employment Status: Permanent, Full-time — covering several locations within the Edmonton, Alberta market

Compensation: This position has a guaranteed base salary with a variable pay bonus structure to start. The successful incumbent will move to a commission-based structure at the 7th month.