Financial Consultant At Servus Credit Union Olds

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 recent 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 preferred • Investment Funds In Canada (IFIC) certification • MFDA License is required • Thorough knowledge of financial products and operations Shape the future of financial services and lead our community initiatives with Servus Credit Union. Apply on Kit Job: kitjob.ca/job/2p2xcg