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Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Company: Servus Credit Union

Location: lethbridge, London

Posted: June 15, 2026

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Position Details

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...