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Connect First Credit Union
Investment Consultant at Servus Credit UnionConnect First Credit Union • Central Alberta (Stettler), ca
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Investment Consultant at Servus Credit Union

Investment Consultant at Servus Credit Union

Connect First Credit Union • Central Alberta (Stettler), ca
4 days ago
Job type
  • Full-time
Job description
Elevate your career as an Investment and Planning Consultant with Servus Credit Union, based in Ponoka, Rimbey, and Blackfalds. This full-time, in-person role offers a competitive salary and unlimited earning potential.

At Servus Credit Union, we're committed to community and member success. We seek a passionate consultant with at least five years of financial advisory sales experience. You will leverage your sales skills to support members’ financial planning needs and actively seek new business opportunities.

Key Responsibilities: • Uncover financial needs and offer tailored solutions • Facilitate members' comprehensive financial planning • Pursue new business opportunities proactively • Develop and implement a member sales retention plan • Provide staff coaching and technical training

Requirements: • Minimum 5 years in financial advisory sales • Post‑secondary diploma/degree or equivalent experience • IFIC and MFDA licenses are required • Strong knowledge of financial products and services • Ability to adhere to compliance regulations

Utilize your financial expertise to help Servus Credit Union members achieve their goals in this impactful role. #J-18808-Ljbffr
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Investment Consultant at Servus Credit Union • Central Alberta (Stettler), ca

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