Insurance Planning Specialist
Servus Credit Union
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 are required to work from one of our locations in Calgary, Edmonton, or Red Deer.
Salary: Base, plus bonus structure.
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 .
Join Servus and discover a better way to work.
Reporting to the Regional Vice President, Insurance Services our Insurance Planning Specialists are the diligent professionals who help our members and employees find the right individual life, disability, and critical illness insurance solutions to suit their needs. They are trusted insurance planners that provide sound advice to ensure our members have the right insurance in place to protect their assets and income against unexpected events that may occur.
What You'll Be Doing
- Helping 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 referring those members to a Financial Advisor, Business Banking Advisor, Financial Planner, and Wealth Protection Specialists.
- Actively participate and support Retail and Wealth partners– always with a member-centric focus – doing what’s right for the member.
- Maintain up to date Financial Planning and insurance industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements.
What You Bring
Experience
- 2 or more years of experience in Insurance
- Ability to analyze and interpret the needs of clients and offer the appropriate insurance solutions
- Proven experience in providing detailed and accurate information to third parties
- Experience with life, disability and health insurance sales
Education
- Life /Accident and Sickness Insurance License in the Province of Alberta
- Certified Financial Planner (CFP) or working towards designation
- Chartered Life Underwriter (CLU) designation and/or equivalent work experience is an asset
Why Servus?
Benefits
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.
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!
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.
Qualified applicants are invited to apply online.
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
#indh
$60.8k per year
...and mental wellbeing, Wellness account and much more ~ Share plan & other savings Salary range (but not limited to): 60,800... ...apply as well. About the role We are looking for a Commercial Insurance Advisor to join our Commercial team in Red Deer, AB on a...SuggestedLong term contractPermanent employmentFull timeFlexible hours- ...We’re looking for a Mid-Level Personal Insurance Risk Advisor who is passionate about relationship building, teaching, and growth. Our team... ...; it also significantly supports Paramount’s growth perpetuation plan for developing the next generation. • Attend and participate in...SuggestedPermanent employmentFull timeContract workWork at officeMonday to friday
$19 - $21 per hour
...build brighter futures. Through flexible weekly and monthly payment plans, we give our customers the power to furnish their homes, improve... ...one lease at a time. A day in a life of a Customer Solutions Specialist: Customer Engagement & Sales Build strong customer...SuggestedWeekly payLong term contractFlexible hoursShift work$50k per year
Position Overview Our client, a well-established industrial equipment and service company, is seeking a Customer Sales & Service Representative to support their Red Deer branch. This position acts as the primary point of contact for service customers and plays a key role in...SuggestedLong term contractFor subcontractorWork at officeMonday to friday- ...interior designers, consultants, sustainability specialists, and technologists are passionate about... ...to create and execute project execution plans, including work plans, resource plans,... ...accidental death & dismemberment (AD&D) insurance, short-term/long-term disability plans, emergency...SuggestedLong term contractFull timeTemporary workPart timeCasual workWork at office
$24.5 per hour
...terms options Day Weekend Overtime required Health benefits Dental plan Disability benefits Health care plan Vision care benefits Financial benefits ~ Life insurance Other benefits Other benefits Work Term: Permanent Work Language:...Permanent employmentShift workWeekend workVarsteel Ltd.
Red Deer, AB15 days ago- ...career in transportation is more than bridges, roads, and rail. As we plan, design, and manage projects that move people and goods from... ...savings account, life and accidental death & dismemberment (AD&D) insurance, short-term/long-term disability plans, emergency travel benefits...Long term contractFull timeContract workTemporary workPart timeFor contractorsCasual workNight shiftWeekend work
$55k per year
...crisis intervention, medication administration, behavioural support planning, and consistent trauma-informed responses during escalated... ...vehicle ~ Alberta Vehicle Registration ~$2 Million Alberta Auto insurance liability ~ Clear Criminal Record Check with Vulnerable Sector...Permanent employmentFull timeShift work$250 per day
...$250 (Part Time) based on community survey results Benefits package also includes Health, Dental, Vision, and Life Insurance Retirement Savings Plan / 401(k) employer match Tuition reimbursement (U.S Based Communities) Enrollment in benefits varies by employee classification...Full timePart time$43.87k - $49.35k per year
...positively during customer interactions (Direct) Organize and plan your workload according to store activation plan and adapt based... ...overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement...Long term contractFull timeLocal areaFlexible hoursWeekday work$56.96k per year
...starting with 12 paid days off per year Health, Dental, Vision insurance ; Life Insurance; Prescription coverage Employee discounts on car rentals, car purchases and much more! Retirement Savings Plan with company match and profit sharing Enterprise Mobility is a...Permanent employmentFull timeTraineeshipImmediate start- ...of this work, you must be 18 years of age or older to apply. WHAT WE OFFER: Medical, Dental, & Vision Insurance Basic Life Insurance 401k Retirement Plan Paid Holidays (based on location) Paid Vacation Employee Assistance Program Training & Development...Hourly payFull timeWork at officeLocal areaShift work
$42 - $45 per hour
...communication Team player Benefits Health benefits Dental plan Disability benefits Health care plan Paramedical... ...coverage Vision care benefits Financial benefits Group insurance benefits Life insurance Pension plan Long term benefits...Long term contractPermanent employmentFull timeRemote work- ...What You'll Be Doing Develops and executes a 1-year business plan ensuring alignment with the overall corporate strategic plan and... ...pay and bonus program(s) Low-cost Medical, Dental, and Vision insurance Retirement plan with employer matching contributions Attractive...Work at officeImmediate start
$17.5 - $19 per hour
...player Initiative Dependability Benefits Health benefits Dental plan Health care plan Paramedical services coverage Vision care benefits Financial benefits ~ Life insurance Other benefits Free parking available Learning/training paid by...Permanent employmentFull timeRemote work- ...believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community...Local areaImmediate startFlexible hours
- ...Equipment ('PPE'). Shift may vary depending on location.What We Offer Medical, Dental, & Vision Insurance Basic Life Insurance Short-term Disability Long-term Disability Retirement Plan Paid Holidays (Varies by Location) Paid Vacation Employee Assistance Program ("EAP")...Long term contractContract workTemporary workLocal areaShift workNight shift
- ...practices to find opportunities for growth. Develop account planning strategies, sales opportunities, and understand existing business... ...receive tax-free reimbursements that cover both fixed costs (like insurance) and variable costs (like gas), giving you more choice and...LmiaRemote work
$87.27k per year
...analytics, and reporting activities that support planning, accountability, and decision‑making... ..., and Project Coordination Acts as a specialist advisor to departments and leadership on... ...to a health spending account, pension plan, Employee & Family Assistance Program, generous...Hourly payPermanent employmentFull timeApprenticeship- ...training ~ Relocation allowance ~ Monthly housing and food costs ~ Health and dental insurance ~ Health spending account ~4 weeks of vacation paid time off ~ Employee ownership plan ~ Group RRSP ~ Annual performance bonuses ~ Spouse employment opportunities ~...Hourly payPermanent employmentRemote workRelocationRelocation package
$38k - $65k per year
...Ability to multitask Benefits Health benefits Dental plan Disability benefits Health care plan Paramedical services... ...Vision care benefits Financial benefits Bonus Group insurance benefits Life insurance Other benefits Learning/training...Permanent employmentFull timeRemote work$18.04 per hour
...This role requires candidates to meet the commercial vehicle insurance eligibility criteria established by the company’s insurer. Final... ...retail cannabis store in Alberta • Working smartphone with a data plan and charger required. • Ability to effectively communicate both...Hourly payPermanent employmentFull timePart timeWork at officeLocal areaImmediate startFlexible hoursShift workAfternoon shift$35 - $39 per hour
...Benefits include: Medical, dental, vision, and prescription coverage. Disability and life insurance (self, spouse, dependents). 403(b) retirement plan with employer match. Paid time off (PTO), paid holidays, PTO buyback. Tuition reimbursement and...Hourly payFull timeRelocationVisa sponsorshipRelocation package$60k - $85k per year
...performance Competitive salary Employee discounts Health insurance Paid time off Training & development Vision insurance... ...counselor Mentor: Develop and nurture relationships Organizer: Plan work activities and set realistic goals Communicator: Speak...Local areaFlexible hoursShift workWeekend workAfternoon shiftWeekday work$119.29k per year
...Contributes to the strategic and operational planning for the school based on an assessment of... ..., competitive and comprehensive benefit plan through our provider Alberta Blue Cross.... ...coverage and Emergency Medical Travel Insurance. Health Spending Account. Life Insurance...Hourly payLong term contractPermanent employmentFull timeApprenticeshipMonday to friday- ...position Industry-leading healthcare – possibility of Dental plan with employee participation RRSP program with matching company... ...discounts from suppliers on various products and services such as insurance, wireless bundles, movie tickets, travel, software, books, and much...Hourly payLong term contractFor contractorsCasual workWeekend workAfternoon shift
$18.75 per hour
...with Program Supervisors to support individualized therapeutic plans. Behaviour Management ComparisonPlease note: The Child & Youth Care... ...Provider in person, or blended) $2 Million Alberta Auto Insurance Liability coverage Clear Criminal Record with Vulnerable Sector...Long term contractPermanent employmentFull timeTemporary workSeasonal workLong distanceShift workNight shiftAfternoon shift- ...Outlook. ~ Must have a valid Provincial driver’s license, valid insurance, and an acceptable (low to zero demerits) driving record. ~... .../ Dependent Life Insurance Short Term Disability Long Term Disability RRSP/DPSP Retirement Plan with Company Match...Long term contractFull timeTemporary workTraineeshipInternshipWork at officeRemote workShift work
$118.83k per year
...strong and resilient community. The City of Red Deer’s Strategic Plan is centered around three key focus areas: a Thriving City, Community... ...$148,543. Extended health coverage, dental care, and travel insurance. Health spending and lifestyle spending accounts. Local...Long term contractPermanent employmentFull timePart timeInternshipSeasonal workLocal areaRelocation package- ...minimal employee cost Short and long term disability programs Competitive retirement plans Flexible Spending and Health Savings Accounts Employer-provided and Voluntary Life Insurance options Paid vacation and recognized statutory holidays Apprenticeship and...Long term contractTemporary workApprenticeshipWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance Planning Specialist. Be the first to apply!
- insurance specialist Red Deer, AB
- insurance agent Red Deer, AB
- work from home insurance agent Red Deer, AB
- insurance sales Red Deer, AB
- part time insurance Red Deer, AB
- assurance Red Deer, AB
- remote insurance Red Deer, AB
- insurance customer service Red Deer, AB
- assurance des entreprises Red Deer, AB
- insurance adjuster Red Deer, AB