Job Description
Transform financial futures with Servus Credit Union as an Investment and Planning Consultant in Red Deer Rural. This in-person role combines advisory skills with sales strategy.
We are seeking a dedicated individual who thrives in a member-focused environment. You will identify financial needs and create actionable plans for our members across Olds and surrounding areas. This full-time role encourages professional growth while driving community engagement and client satisfaction.
Key Responsibilities:
• Assess and meet members' comprehensive financial needs
• Facilitate financial planning processes and guidance
• Retain existing members while seeking new opportunities
• Establish sales strategies for mid/high net worth clients
• Provide coaching to enhance team performance
Requirements:
• Minimum 5 years of financial sales expertise
• Post-secondary education background
• IFIC certification required
• Must hold an active MFDA License
• Proven kno...
We are seeking a dedicated individual who thrives in a member-focused environment. You will identify financial needs and create actionable plans for our members across Olds and surrounding areas. This full-time role encourages professional growth while driving community engagement and client satisfaction.
Key Responsibilities:
• Assess and meet members' comprehensive financial needs
• Facilitate financial planning processes and guidance
• Retain existing members while seeking new opportunities
• Establish sales strategies for mid/high net worth clients
• Provide coaching to enhance team performance
Requirements:
• Minimum 5 years of financial sales expertise
• Post-secondary education background
• IFIC certification required
• Must hold an active MFDA License
• Proven kno...