Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Posting Closes: Until filled

Employment Status: Permanent, Full-time, In‑Person – covering our Lethbridge and Crowsnest Pass locations.

Compensation: This position has a guaranteed base salary plus commission structure.

Earnings: You will enjoy the comfort of a competitive base salary in addition to unlimited earning potential of the Investment & Planning Consultant.

Influence: We’re looking for top talent for this role so if you are considering a change this is your opportunity to influence Servus and our members. You are a natural sales person with a knack for helping people reach financial success.

What You’ll Be Doing

• 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 membe...