Job Description
Join Servus Credit Union as a full-time Investment and Planning Consultant in Lethbridge and Crowsnest Pass, where financial success meets professional growth. This role features a guaranteed base salary plus commission based on performance.
Servus Credit Union is on the lookout for an Investment and Planning Consultant to drive member engagement and financial success. This position demands experience and a passion for financial advising, requiring at least five years in the field. You will develop strategies to meet clients’ needs, identify business opportunities, and mentor team members.
Key Responsibilities: • Discover and address the comprehensive financial needs of members • Facilitate the financial planning experience and ensure compliance • Retain current members while seeking new business opportunities • Design sales strategies for high-net-worth clientele • Provide coaching and development for team members
Requirements: • 5+ years of financial adviso...
Servus Credit Union is on the lookout for an Investment and Planning Consultant to drive member engagement and financial success. This position demands experience and a passion for financial advising, requiring at least five years in the field. You will develop strategies to meet clients’ needs, identify business opportunities, and mentor team members.
Key Responsibilities: • Discover and address the comprehensive financial needs of members • Facilitate the financial planning experience and ensure compliance • Retain current members while seeking new business opportunities • Design sales strategies for high-net-worth clientele • Provide coaching and development for team members
Requirements: • 5+ years of financial adviso...
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Submit your application today and join our talented team at Servus Credit Union.
Submit ApplicationJob Details
- Location lethbridge, ab
- Job Type Full-time
- Category Other-General
- Posted Date June 12, 2026
- Application Deadline July 22, 2026