Investment and Planning Consultant - Red Deer
Investment and Planning Consultant - Red Deer
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Job Description
Posting Closes: Until filled
Employment Status: Full time covering several locations in the Red Deer Alberta market.
Compensation: This position has a guaranteed base salary with variable pay bonus structure to start. The successful incumbent will move to a commission based structure at the 7th month.
Were currently looking for an Investment and Planning Consultant in our Wealth team.
Servus Credit Union is Albertas largest memberowned credit union known for building strong resilient communities by helping our members feel good about their money. One of Canadas Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes Worlds Best Banks list for two years in a row we are a team of smart gutsy and driven individuals.
What might motivate you to apply
Earnings: You will enjoy the comfort of a competitive base salary in addition to unlimited earning potential of the Investment & Planning Consultant!
Influence: Were 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.
Investment and Planning Consultant (IPC)
As an IPC you have a dynamic presence in the branch environment. You are the IPC for our current Financial Advisors and our members. Through Servuss Wealth Management Process you consolidate member assets and increase the wallet share for Servus while ensuring member satisfaction. You are seen as an active leader in the branches by fostering an environment of professional growth and development in a fun positive and productive way.
More specifically the scope of your responsibilities includes but are not limited 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 determine new market potential and leveraging opportunities with existing members through in branch/telephone communication
- Establish and implement a sales plan that focuses on retaining and attracting new members with mid/high net worth developing internal referral sources centers of influence improving profitability with existing members and developing business from existing members
- Identify staff developmental opportunities and provide effective coaching and technical training.
- Provide coaching & mentoring to assist members of the team with skill development
- Ensure all corporate policies procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members
Requirements
To qualify youll need at least the following:
- Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning products policies procedures and operations.
- Postsecondary diploma/degree or an equivalent combination of education and experience
- Investment Funds In Canada (IFIC)
- MFDA License
Most importantly were looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. Were not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history and we pride ourselves on our strong commitment to our memberowners and to the communities we serve.
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness vacation and retirement savings programs we also provide other important benefits such as:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performancebased incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more click here.
At Servus our employees are also members. This means youll have all the benefits of being a member of the credit union including profit sharing voting for the board of directors and all of the services we provide with a few additional perks!
What happens next
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process please advise us at that time.
Discover a sense of belonging amongst a team of unique authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills passion and curiosity may find a sense of belonging at Servus so even if you dont check every box we encourage you to apply!
#indh
Required Experience:
Contract
Employment Type
Full-Time
