Shape financial futures as an Investment and Planning Consultant at Servus Credit Union in Lethbridge and Crowsnest Pass. This full-time position combines comprehensive financial advising with unlimited earning potential.

Servus Credit Union seeks a skilled Investment and Planning Consultant to enhance member financial success. This role is ideal for candidates possessing a minimum of five years in financial advisory sales, coupled with a dedication to understanding clients' needs. Your responsibilities will include advising members, establishing sales strategies, and leading team development initiatives.

Key Responsibilities:
• Uncover members’ financial needs and offer tailored solutions
• Facilitate engaging financial planning sessions for clients
• Pursue new business while retaining existing member relationships
• Implement sales plans targeting high-net-worth clients
• Train and mentor team members to enhance performance
...