Location
red deer, ab, Canada
Posted
June 27, 2026
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...