Wealth Management Consultant Role

Become a Wealth Management Consultant dedicated to assisting high-net-worth clients in the Red Deer region with tailored financial strategies. This role emphasizes a comprehensive approach to financial planning.
Your primary responsibility will involve uncovering and addressing the financial needs of members while implementing effective sales and retention strategies. Focus on proactivity in seeking new business opportunities along with a commitment to staff development and compliance with policies and regulations.
Key Responsibilities:
• Identify financial needs and propose tailored solutions
• Facilitate a personalized financial planning experience
• Proactively seek and secure new business opportunities
• Develop and implement sales plans targeting high-net-worth individuals
• Mentor and coach team members on product knowledge and compliance
Requirements:
• Minimum of 5 years in financial sales and advisory roles
• Strong knowledge of financial planning...

Ready to Apply?

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

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