Investment and Planning Consultant - Red Deer

Servus Credit Union; City of Spruce Grove; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Investment and Planning Consultant to join their Wealth team. This role offers a competitive base salary with unlimited earning potential, allowing you to influence financial success for members. You will play a key role in fostering professional growth and development while ensuring member satisfaction. If you are a natural salesperson with a passion for helping others achieve financial goals, this opportunity is perfect for you. Join a team that values diversity and celebrates unique contributions to the community.

Benefits

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Competitive Compensation

Employee Volunteer Program

Qualifications

• 5+ years of experience in financial advisory sales with a strong understanding of financial products.
• Post-secondary education or equivalent experience required.

Responsibilities

• Identify and fulfill members' financial needs, providing tailored solutions.
• Develop and implement sales plans to retain and attract new 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 several locations in the Red Deer, 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're currently looking for an Investment and Planning Consultant in 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 "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.

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 our 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, the scope of your responsibilities includes but are not limited to:

• 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.

To qualify, you'll need at least the following:

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

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do every day. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

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:

• 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 information about these benefits and more, click here.

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 services we provide … with a few additional perks!

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply!