Financial Consultant at Servus Credit Union

Elevate your financial advisory career with Servus Credit Union. We're seeking a passionate Investment and Planning Consultant to serve our Red Deer Rural branches, blending support and sales.
This full-time, in-person role focuses on delivering financial solutions to our members across multiple locations including Olds and Sundre. We value your expertise in financial planning and a proactive sales approach. You will be involved in identifying member needs, establishing plans to enhance profitability, and nurturing existing relationships while fostering new opportunities.
Key Responsibilities:
• Uncover full financial needs of members
• Facilitate comprehensive financial planning experiences
• Pursue business through member retention and outreach
• Implement sales plans to attract mid/high net worth members
• Coach and mentor team members on skill development
Requirements:
• 5+ years of financial advisory sales experience
• Post-secondary diploma or degree...

Ready to Apply?

Submit your application today and join our talented team at Connect First Credit Union.

Submit Application