Servus Credit Union
Servus Credit Union is more than just a bank$1. .$1
credit union • insurance • investing • banking • alberta
1001 - 5000
Investment and Planning Consultant
August 24
🏢 In-office - Edmonton
Servus Credit Union
Servus Credit Union is more than just a bank$1. .$1
credit union • insurance • investing • banking • alberta
1001 - 5000
Description
• Uncover the full financial needs of members and provide solutions • Support the financial planning experience for members • Proactively pursue business opportunities and manage member retention • Establish a sales plan focusing on retaining and attracting new members • Provide coaching and mentoring to the team
Requirements
• Minimum 5 years of financial advisory sales experience • Post-secondary diploma/degree or an equivalent combination of education and experience • Investment Funds In Canada (IFIC) • MFDA License
Benefits
• Training & Development Opportunities • Career Advancement Potential • Flexible work options • Competitive Compensation including performance-based incentive pay • Meaningful work towards individual and corporate goals • Opportunities to get involved and give back through an employee volunteer program
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