Join Servus Credit Union – Canada’s Largest Credit Union! We are hiring for Insurance Planning Specialist to join our Servus Wealth Strategies Team .

Posting closes: June 26th, 4:00 p.m.

Employment Status: Full-time

Location: In person role; candidates must work from one of our locations in Calgary, Edmonton, or Red Deer.

Salary: Base, plus bonus structure.

Reporting to

Regional Vice President, Insurance Services.

What You'll Be Doing

• Help members uncover and understand the need for insurance, and work with the member to put those insurance solutions in place as part of their holistic financial plan.
• Be proactive in reaching out to existing policy holders for review, uncovering new needs and retention.
• Uncover the full financial needs of our members and refer those members to a Financial Advisor, Business Banking Advisor, Financial Planner, and Wealth Protection Specialist...