Insurance Planning Specialist Opportunity
Servus Credit Union • red deer, ab • Posted June 21, 2026
About the Role
Join Servus Credit Union as an Insurance Planning Specialist and help members secure their financial futures. This full-time role in Edmonton, Calgary, or Red Deer centers on delivering tailored insurance solutions that are essential for solid financial planning.
As part of the Servus Wealth Strategies Team, you will work directly with members to understand and address their insurance needs while also collaborating with financial advisors. Your contributions will focus on proactive member engagement, policy reviews, and comprehensive insurance planning. Continuous professional development and training will be part of your journey.
Key Responsibilities:
• Analyze members’ financial situations to recommend insurance
• Conduct outreach for policy evaluations and renewals
• Refer clients to appropriate financial and wealth advisors
• Engage with Retail and Wealth partners for member service
• Participate in ongoing insurance education and training
Requirements:
•...
As part of the Servus Wealth Strategies Team, you will work directly with members to understand and address their insurance needs while also collaborating with financial advisors. Your contributions will focus on proactive member engagement, policy reviews, and comprehensive insurance planning. Continuous professional development and training will be part of your journey.
Key Responsibilities:
• Analyze members’ financial situations to recommend insurance
• Conduct outreach for policy evaluations and renewals
• Refer clients to appropriate financial and wealth advisors
• Engage with Retail and Wealth partners for member service
• Participate in ongoing insurance education and training
Requirements:
•...