Job Description

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...

Ready to Apply?

Take the next step in your AI career. Submit your application to Servus Credit Union today.

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