About This Opportunity: Investment and Planning Consultant - Ponoka, Rimbey, and Blackfalds Branches
Servus Credit Union is currently seeking a Investment and Planning Consultant - Ponoka, Rimbey, and Blackfalds Branches to join their team in Ponoka.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.
Education and Training:
Position Details
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Employment Type: Opportunities to get involved and give back through an employee volunteer program
At Servus, our employees are also members. This means you'll 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 financial services we provide…with a few additional perks!
What happens next?
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
Employment Eligibility for external applicants: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. This role also requires eligibility to hold a mutual funds license and be registered with Aviso Wealth. This will require additional due processes to ensure a candidate meets all criteria from a licensing and registration perspective.
At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your ski
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Location: Ponoka
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Servus Credit Union?Servus Credit Union offers a supportive work environment in Ponoka, where employees can grow and develop their skills. This Investment and Planning Consultant - Ponoka, Rimbey, and Blackfalds Branches position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Investment and Planning Consultant - Ponoka, Rimbey, and Blackfalds Branches at Servus Credit Union in Ponoka.
Click the Apply button above to submit your application and take the next step in your career.
