Investment and Planning Consultant - Grande Prairie

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

Job summary

A leading credit union in Canada is seeking a full-time Investment and Planning Consultant to join their Wealth Sales team in Grande Prairie, Alberta. This role involves uncovering member financial needs, providing tailored solutions, and mentoring team members. The ideal candidate has at least 5 years of financial advisory sales experience and an understanding of various financial products. Enjoy competitive compensation and opportunities for professional growth at a community-oriented institution.

Benefits

Competitive compensation

Training and development opportunities

Flexible work options

Qualifications

• Minimum 5 years of financial advisory sales experience.
• Thorough knowledge of financial planning, products, policies, and operations.
• Ability to coach and mentor team members.

Responsibilities

• Uncover full financial needs and provide solutions.
• Support the financial planning for members.
• Implement a sales plan to retain and attract mid/high net worth members.

Skills

Financial advisory sales experience

Proactive communication

Coaching and mentoring

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. 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.

Role

We are hiring for a full-time Investment and Planning Consultant to join our Wealth Sales team in Grande Prairie, Alberta.

What might motivate you to apply?

• Earnings: You will enjoy the comfort of a competitive base salary in addition to the 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: 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 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 and 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!

Qualified applicants are invited to apply online.

Posting Details

Posting Closes: Until filled

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

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

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