Servus Credit Union
Investment and Planning Consultant - Lethbridge and Crowsnest Pass
Job Description
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 member base and actively soliciting new business, reviewing marketing data to ...
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 member base and actively soliciting new business, reviewing marketing data to ...