Investment and Planning Consultant

at  Servus Credit Union

Posting Closes: January 24, 2025 at 4:00 pm
Employment Status: Full time, covering several locations in the Calgary, Albertamarket
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.

REQUIREMENTS

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 everyday. 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.

• 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 member