Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Posting Closes: Until filled Employment Status: Permanent, Full-time, In‑Person – covering our Lethbridge and Crowsnest Pass locations. Compensation: This position has a guaranteed base salary plus commission structure. 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. What You’ll Be Doing

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 ...

Ready to Apply?

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

Submit Application