Posting Closes: January 29, 2025 at 4:00 pm

Employment Status: Full time, covering several locations in the Red Deer, Alberta market.

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.

Investment and Planning Consultant (IPC)
As an IPC you have a dynamic presence in the branch environment. You are the IPC for our current Financial Advisors and our members. Through Servus's Wealth Management Process you consolidate member assets and increase the wallet share for Servus while ensuring member satisfaction. You are seen as an active leader in the branches by fostering an environment of professional growth and development in a fun, positive and productive way.

More specifically, the scope of your responsibilities includes but are not limited to:

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 members