Elevate your financial advisory career with Servus Credit Union. We're seeking a passionate Investment and Planning Consultant to serve our Red Deer Rural branches, blending support and sales.
This full-time, in-person role focuses on delivering financial solutions to our members across multiple locations including Olds and Sundre. We value your expertise in financial planning and a proactive sales approach. You will be involved in identifying member needs, establishing plans to enhance profitability, and nurturing existing relationships while fostering current opportunities.
Key Responsibilities: - Uncover full financial needs of members - Facilitate comprehensive financial planning experiences - Pursue business through member retention and outreach - Implement sales plans to attract mid/high net worth members - Coach and mentor team members on skill development
Requirements: - 5+ years of financial advisory sales experience - Post-secondary diploma or degree preferred - Investment Funds In Canada (IFIC) certification - MFDA License is required - Thorough knowledge of financial products and operations
Shape the future of financial services and lead our community initiatives with Servus Credit Union.#J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2jxmws
📌 Financial Consultant At Servus Credit Union (Burnstick Lake)
🏢 Connect First Credit Union
📍 Burnstick Lake
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