Investment and Planning Consultant - Lethbridge/Crowsnest Pass

Servus Credit Union Ltd.; Lethbridge; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment and Planning Consultant to join their Wealth team. In this dynamic role, you will serve as the primary contact for Financial Advisors and members, fostering a professional growth environment while ensuring high member satisfaction. With a competitive base salary and unlimited earning potential, this position offers a unique opportunity to make a significant impact. If you are a natural salesperson passionate about helping others achieve financial success, this is your chance to thrive in a supportive and innovative environment.

Benefits

Training & Development Opportunities

Career Advancement

Flexible Work Options

Competitive Compensation & Incentives

Meaningful Work

Volunteer Opportunities

Qualifications

• 5+ years of financial advisory sales experience required.
• Thorough knowledge of financial planning and products is essential.

Responsibilities

• Uncover members' financial needs and provide tailored solutions.
• Support financial planning processes and pursue new business opportunities.

Skills

Financial Advisory Sales

Financial Planning

Sales Strategy Development

Coaching and Mentoring

Education

Post-secondary diploma or degree

Investment Funds in Canada (IFIC) certification

MFDA License

Job description

Posting Closes: Until Filled

Employment Status: Full-time, covering locations in Lethbridge and Crowsnest Pass.

Compensation: This position offers a guaranteed base salary with a variable pay bonus structure to start. The successful incumbent will transition to a commission-based structure after 7 months.

We are currently seeking an Investment and Planning Consultant for our Wealth team.

Servus Credit Union is Alberta's largest member-owned credit union, recognized for building resilient communities by supporting our members' financial well-being. As one of Canada's Best Managed Companies for 20 consecutive years and ranked on Forbes World's Best Banks list for two years, we are a team of dedicated, innovative, and driven individuals.

Why might you want to apply?

Earnings: Enjoy a competitive base salary plus unlimited earning potential as an Investment & Planning Consultant.

Influence: This role offers an opportunity to make a significant impact at Servus and for our members. If you are a natural salesperson with a passion for helping others achieve financial success, this is your chance.

Investment and Planning Consultant (IPC)

As an IPC, you will have a dynamic presence in our branches, serving as the primary contact for our Financial Advisors and members. You will support our Wealth Management Process by consolidating member assets and increasing wallet share, ensuring high member satisfaction. You will also foster a professional growth environment within the branches, promoting a positive and productive atmosphere.

Your responsibilities include but are not limited to:

1. Uncovering members' full financial needs, providing solutions, or referring them to appropriate Advisors.
2. Supporting and facilitating the financial planning process for members.
3. Proactively pursuing new business opportunities through retention, marketing analysis, and leveraging existing member relationships.
4. Developing and implementing a sales plan focused on attracting and retaining mid/high net worth members, internal referrals, and improving profitability.
5. Identifying staff development opportunities and providing coaching and technical training.
6. Mentoring team members to develop their skills.
7. Ensuring compliance with all policies, procedures, and legislative requirements to mitigate risk.

To qualify, you should have:

• At least 5 years of financial advisory sales experience, with thorough knowledge of financial planning, products, policies, and operations.
• A post-secondary diploma or degree, or equivalent experience.
• Investment Funds in Canada (IFIC) certification.
• MFDA License.

We value candidates whose personal values align with our cooperative principles. We embrace diversity, celebrate our culture and history, and are committed to our member-owners and communities.

Our benefits include:

• Training & Development Opportunities
• Career Advancement
• Flexible Work Options
• Competitive Compensation & Incentives
• Meaningful Work
• Volunteer Opportunities

For more information on our benefits, click here.

As a member of Servus, you'll enjoy all the benefits of credit union membership, including profit sharing, voting rights, and additional perks.

Next Steps:

Only selected applicants will be contacted for an interview. Please inform us if accommodations are needed during the hiring process.

Join a team that values diversity, authenticity, and community. Your skills and curiosity are welcome here, even if you don't meet every requirement.