Investment and Planning Consultant - Lethbridge/Crowsnest Pass

Servus Credit Union; 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. This role offers a dynamic environment where you can influence financial success for members while enjoying a competitive base salary and unlimited earning potential. You'll play a crucial role in fostering professional growth, developing sales strategies, and ensuring member satisfaction. With a commitment to building strong communities, this opportunity not only allows you to grow your career but also to make a meaningful impact in the lives of others. Join a team that values diversity and encourages personal growth.

Benefits

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Competitive Compensation

Employee Volunteer Program

Qualifications

• 5+ years of financial advisory sales experience required.
• Knowledge of financial planning products and operations essential.

Responsibilities

• Uncover financial needs of members and provide solutions.
• Establish a sales plan to retain and attract new members.
• Provide coaching and mentoring to team members.

Skills

Financial Advisory Sales

Financial Planning

Sales Strategy

Coaching and Mentoring

Education

Post-secondary diploma/degree

Investment Funds In Canada (IFIC)

MFDA License

Job description

Posting Closes: Until Filled

Employment Status:

Full time, covering locations in Lethbridge and Crowsnest Pass.

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.

We're currently looking for an Investment and Planning Consultant on our Wealth team.

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.

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 salesperson with a knack for helping people reach financial success.

Role Overview

Investment and Planning Consultant (IPC)

As an IPC, you have a dynamic presence in the branch environment. You are the IPC for our current Financial Advisors and members. Through Servus's Wealth Management Process, you consolidate member assets and increase the wallet share for Servus while ensuring member satisfaction. You are seen as an active leader in the branches by fostering an environment of professional growth and development in a fun, positive, and productive way.

More specifically, your responsibilities include but are not limited to:

• Uncover the full financial needs of members, provide solutions, and/or refer these to the appropriate Advisor
• Support and/or facilitate the financial planning experience for members
• Be proactive in pursuing external/internal business opportunities by retaining existing members 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 focused 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 team members for skill development
• Ensure all corporate policies, procedures, and guidelines are adhered to, including compliance with legislative and regulatory requirements to mitigate risk

Requirements

To qualify, you'll need at least:

• Minimum 5 years of financial advisory sales experience and thorough knowledge of financial planning, products, policies, procedures, and operations
• Post-secondary diploma/degree or equivalent experience
• Investment Funds In Canada (IFIC)
• MFDA License

Most importantly, we're looking for candidates whose personal values align with our cooperative values, which are evident in everything we do. We embrace our differences, celebrate our culture and history, and are committed to our member-owners and communities.

Benefits

Working for Servus offers outstanding benefits, including:

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

For more details about these benefits, Click Here.

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

Next Steps

Only selected applicants will be contacted for an interview. Please advise us if you require accommodations during the hiring process.

Discover a sense of belonging among a team of unique, authentic individuals. We value diversity and encourage you to apply even if you don't meet every qualification.