Wealth Planning Consultant — High Earnings & Flexible Travel

Servus Credit Union; Red Deer; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading credit union in Alberta is seeking a full-time Investment & Planning Consultant to join their Wealth Sales team. The candidate will help members discover their financial needs and offer solutions, requiring a minimum of 5 years in financial advisory sales and relevant qualifications. This role features competitive compensation and the opportunity for career growth in a supportive environment.

Benefits

Competitive compensation

Performance-based incentives

Profit sharing

Training & development opportunities

Career advancement potential

Flexible work options

Qualifications

• Minimum 5 years of financial advisory sales experience required.
• Thorough knowledge of financial planning, products and policies.
• Strong communication and coaching skills.

Responsibilities

• Uncover the full financial needs of the members.
• Support the financial planning experience for members.
• Proactively pursue business opportunities.
• Establish and implement a sales plan.
• Coach and mentor team members.
• Ensure compliance with corporate policies.

Skills

Financial planning

Sales experience

Client relationship management

Education

Post-secondary diploma/degree

Investment Funds In Canada (IFIC)

MFDA License

Job description

A leading credit union in Alberta is seeking a full-time Investment & Planning Consultant to join their Wealth Sales team. The candidate will help members discover their financial needs and offer solutions, requiring a minimum of 5 years in financial advisory sales and relevant qualifications. This role features competitive compensation and the opportunity for career growth in a supportive environment.