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Investment and Planning Consultant - Lethbridge and Crowsnest Pass
Servus Credit Union
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lethbridge, Canada
Location
lethbridge
Posted
June 12, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Posting Closes: Until filled Employment Status: Permanent, Full-time, InβPerson β 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: Weβre 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 Youβll 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 ...