Investment and Planning Services Manager

3 days ago


Red Deer, Alberta, Canada Servus Credit Union Ltd. Full time

Are you a motivated and experienced Investment and Planning Services Manager looking for a new challenge? We're seeking a talented individual to join our Wealth team at Servus Credit Union Ltd. In this role, you'll be responsible for managing investment and planning services, identifying business opportunities, and developing sales plans to retain and attract new clients.

To succeed in this role, you'll need a minimum of 5 years of experience in financial advisory sales, as well as thorough knowledge of financial planning, products, policies, procedures, and operations. You'll also require a post-secondary diploma/degree or an equivalent combination of education and experience.

We offer a competitive compensation package, including a base salary and performance-based incentive pay. Our employees are also members of the credit union, enjoying all the benefits that come with it, including profit sharing, voting for the board of directors, and access to our services.

Help us continue to build strong, resilient communities by applying today. We celebrate our credit union culture and history and pride ourselves on our strong commitment to our member-owners and the communities we serve.



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