Investment and Planning Consultant - Red Deer Rural

Position Overview Investment & Planning Consultant - responsible for discovering members' financial needs, providing tailored solutions, and ensuring a comprehensive financial planning experience. This role focuses on high net‑worth individuals across multiple Red Deer region branches.

Responsibilities

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, 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 infl...

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