Wealth Planning Consultant

A leading Canadian financial institution is seeking a full-time Investment and Planning Consultant in Lethbridge/Crowsnest Pass. The role emphasizes uncovering members' financial needs, supporting their financial planning experiences, and implementing sales strategies. With over 5 years of financial sales experience required, the ideal candidate will also...

Investment and Planning Consultant - Lethbridge/Crowsnest Pass Job Category : Sales Requisition Number : INVES Apply now Posted : August 8, 2025 Full-Time On-site Locations Showing 1 location Lethbridge Scenic Drive480 Scenic Drive SouthLethbridge, AB T1J4S3, CAN Lethbridge Scenic Drive480 Scenic Drive SouthLethbridge, AB T1J4S3, CAN At Servus Credit Union ,...

Investment and Planning Consultant - Lethbridge/Crowsnest PassJob Category: SalesRequisition Number: INVES002629Apply nowPosted : August 8, 2025Full-TimeOn-siteLocationsShowing 1 locationLethbridge Scenic Drive480 Scenic Drive SouthLethbridge, AB T1J4S3, CANLethbridge Scenic Drive480 Scenic Drive SouthLethbridge, AB T1J4S3, CANAt Servus Credit Union, we do...

Investment and Planning Consultant - Lethbridge/Crowsnest Pass Job Category: Sales Requisition Number: INVES002629 Apply now - Posted : August 8, 2025 - Full-Time - On-site Locations Showing 1 location Lethbridge Scenic Drive 480 Scenic Drive South Lethbridge, AB T1J4S3, CAN Lethbridge Scenic Drive 480 Scenic Drive South Lethbridge, AB T1J4S3, CAN At Servus...

OverviewWe are seeking a Sales Consultant to join our team in Lethbridge.The Sales Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Sales Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new business opportunities to...

OverviewWe are seeking a Sales Consultant to join our team in Lethbridge.The Sales Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Sales Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new business opportunities to...

Overview We are seeking a Sales Consultant to join our team in Lethbridge. The Sales Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Sales Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new business opportunities to close....

**Job Summary** **Actively recruiting for Lethbridge and Medicine Hat** **What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and...

**Are You**: - A driven and customer-focused Individual looking to make the move to a dealership with an energetic and supportive team? - Looking for a FUN and enjoyable place to come to work? - Looking for a company that treats you like family and makes a positive contribution to your career and community? If you answered yes to the above questions,...

Grow your business, your way – with RBC Overview As an Investment Advisor at RBC Dominion Securities, you help clients reach their financial goals while building a business you own. You receive training, support and resources from a leading bank. What you do best Build and maintain client relationships with strong people and problem‑solving skills. Act...