Investment and Planning Consultant

Servus Credit Union; Olds; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution in Canada seeks an experienced Investment & Planning Consultant to uncover and address the financial needs of members. This full-time, in-person role requires a minimum of 5 years in financial advisory sales and offers a competitive salary with unlimited commission potential. The ideal candidate will support financial planning experiences, mentor team members, and adhere to strict compliance policies. Join a cooperative culture promoting teamwork and community involvement.

Benefits

Competitive compensation including performance-based pay

Training & Development Opportunities

Flexible work options

Qualifications

• Minimum 5 years of financial advisory sales experience required.
• Thorough understanding of financial products and services is an asset.
• Ability to provide coaching and mentoring to team members.

Responsibilities

• Uncover the financial needs of members and provide solutions.
• Facilitate the financial planning experience for members.
• Proactively pursue new business opportunities through retention and solicitation.

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

Posting Closes: Until filled

Employment Status: Permanent, Full-time, In-Person — covering our Red Deer Rural branches.

Servicing all of these Locations:

• Olds
• Crossfield
• Carstairs
• Cremona
• Didsbury
• Sundre

Compensation: This position has a guaranteed base salary plus commission structure.

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.

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.

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: 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.

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?

Benefits

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.

Employment Eligibility for external applicants: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. This role also requires eligibility to hold a mutual funds license and be registered with Aviso Wealth. This will require additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective.

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.