Lethbridge, Ab Financial planning and Jobs – 76 Openings This Week

Investment and Planning Consultant - Lethbridge and Crowsnest Pass
Servus Credit Union —Lethbridge, AB
- Sales
- Profit sharing
Quick apply
Warehouse Supply Chain Leader
PepsiCo —Lethbridge, AB
- Weekends as needed
- Engineering
- Microsoft Office
- Presentation skills
Small Business Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Finance
- Financial services
- In-person
- Disability insurance
- Dental care
Quick apply
14d
Account Executive - CRM
autoTRADER.ca —Alberta
- $75,000–$80,000 a year
- Bilingual
- Sales
- English
- Employee assistance program
Senior Labour and Employee Relations Advisor
High Tide —Alberta
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
4d
Residential Property Maintenance Manager
Select People Solutions —Lethbridge, AB
- $60,000 a year
- Weekends as needed
- Carpentry
- High school diploma or GED
- Plumbing
Quick apply
4d
Finance/Office Manager
BROWNS INDUSTRIAL SALES —Alberta
- $80,000–$110,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Accounting
- Disability insurance
- Relocation assistance
Quick apply
5d
Director, Total Rewards
High Tide —Alberta
- Full-time
- Microsoft Excel
- Presentation skills
- Business
14d
Product Service Support - Heads | Prairies & West Coast
Tigercat Industries —Alberta
- Full-time
- Travel
- Organizational skills
- Computer skills
- Profit sharing
- Employee assistance program
Quick apply
1d
Performance Manager - Activix & Matador
autoTRADER.ca —Alberta
- $75,000–$80,000 a year
- Sales
- Presentation skills
- Bachelor's
- Employee assistance program
3d
Maintenance Manager
Heavy Metal Equipment & Rentals —Alberta
- Full-time
- Engineering
- ERP systems
- Maintenance
- Disability insurance
- Dental care
Quick apply
4d
Heavy Equipment Service & Maintenance Superintendent
Heavy Metal Equipment & Rentals —Alberta
- From $190,000 a year
- Full-time
- Microsoft Access
- Customer service
- Microsoft Office
- Store discount
- Disability insurance
Quick apply
Assistant Branch Manager
1st Choice Savings and Credit Union Ltd —Coaldale, AB
- Full-time
- Management
- Customer service
- Continuous improvement
- Dental care
- Employee assistance program
Quick apply
14d
Accounting Technician
Select People Solutions —Lethbridge, AB
- Day shift
- Microsoft Excel
- Finance
- Bachelor's
- Dental care
- Paid time off
Quick apply
5d
Manager, IT Business Analyst Digital Solutions (French Bilingual) - Edmonton/Calgary
Keolis Canada —Alberta
- On call
- Bilingual
- Computer Science
- PMP
- Wellness program
- Disability insurance
Quick apply
Manager, Heli Sales
CMH Heli-Skiing —Alberta
- Weekends as needed
- Sales
- Microsoft Office
- Presentation skills
- Dental care
- Paid time off
Executive Director
United Way of Lethbridge & South Western Alberta —Lethbridge, AB
- $70,000–$80,000 a year
- Weekends as needed
- Hybrid work
- Public speaking
- Presentation skills
- Travel
Quick apply
3d
CA Financial Advisor
Edward Jones —Lethbridge, AB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Accounting Coordinator (6-month opportunity in Latvia)
CFMWS —Alberta
- $76,840–$85,170 a year
- Temporary
- CPR Certification
- Inventory control
- English
- Store discount
- Wellness program
Financial Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Finance
- Business development
- Financial services
- Disability insurance
- Dental care
Quick apply
3d

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Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Servus Credit Union -
Lethbridge, AB

Quick apply

Job details

Permanent

Qualifications

Investment
Sales
IFC Certification
Post-secondary education
S3

Full job description

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.

Internal Use Only: S3/A

Join Servus Credit Union - Canada’s Largest Credit Union!

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

What might motivate you to apply?

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 member base and actively soliciting new business, reviewing marketing data to determine new market potential, and leveraging opportunities with existing members through in branch/telephone communication.
Establish and implement a sales plan that focuses on retaining and attracting new members with mid/high net worth, developing internal referral sources, centers of influence, improving profitability with existing members and developing business from existing members.
Identify staff developmental opportunities and provide effective coaching and technical training.
Provide coaching & mentoring to assist members of the team with skill development.
Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members.

What you Bring:

Experience

Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.

Education and Training:

Post-secondary diploma/degree or an equivalent combination of education and experience preferred
Investment Funds in Canada (IFIC) certification and/or mutual fund license (active registration preferred)
Thorough understanding of financial products and services is an asset

Why Servus?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Competitive compensation including performance-based incentive pay and profit share
Training & Development Opportunities
Career Advancement Potential
Flexible work options
Meaningful work towards individual and corporate goals
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 skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

Qualified applicants are invited to apply online.

#indh

Quick apply

Refine Your Search

financial planning and jobs in lethbridge, ab

Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Warehouse Supply Chain Leader

Small Business Advisor

Account Executive - CRM

Senior Labour and Employee Relations Advisor

Residential Property Maintenance Manager

Finance/Office Manager

Director, Total Rewards

Product Service Support - Heads | Prairies & West Coast

Performance Manager - Activix & Matador

Maintenance Manager

Heavy Equipment Service & Maintenance Superintendent

Assistant Branch Manager

Accounting Technician

Manager, IT Business Analyst Digital Solutions (French Bilingual) - Edmonton/Calgary

Manager, Heli Sales

Executive Director

CA Financial Advisor

Accounting Coordinator (6-month opportunity in Latvia)

Financial Advisor

I want to receive the latest job alerts for financial planning and in lethbridge, ab

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