Planning Consultant At Servus In Alberta Lethbridge

Join Servus Credit Union as an Investment and Planning Consultant, serving Lethbridge and Crowsnest Pass. This full time position emphasizes building member relationships and achieving financial success. As a full time Investment and Planning Consultant at Servus Credit Union, you will directly engage with members in enhancing their financial well-being. This role demands at least 5 years of financial advisory sales experience, enabling you to tailor solutions effectively for diverse client needs. Your responsibilities include implementing strategic sales plans and identifying internal development opportunities within your team. Key Responsibilities: Identify and address members' financial needs Guide members through the financial planning process Drive business by retaining and attracting recent members Develop and execute effective sales strategies Coach and mentor team members effectively Requirements: 5+ years in financial consultancy roles Relevant diploma or degree preferred IFIC certification and mutual fund license preferred Proficient in financial products and services regulations Must adhere to company policies and compliance standards Leverage your expertise to foster member relationships and drive success at Servus Credit Union. Apply on Kit Job: kitjob.ca/job/2q24b8