Group Benefits and Retirement Advisor
Top Benefits
About the role
Join Servus Credit Union
Canada’s Largest Credit Union! We are hiring for a Group Benefits & Retirement Advisor in our Insurance Services Department. Posting Closes: January 7th, 2026, 4:00 p.m.
For Internal Use Only: S3/A
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 Vice President Insurance Services the Group Benefits & Retirement Advisor is responsible for the sales and marketing of group programs, as well as the ongoing growth and maintenance of an existing portfolio of plan sponsors and programs. Group offerings include, but are not limited to: Group RRSPs, Group TFSAs, Group Life/Health/Dental plans, Defined Contribution Pension Plans, Pooled Registered Pension Plans, Deferred Profit-Sharing Plans, and the promotion of payroll solutions.
What You’ll Be Doing Work collaboratively across all credit union delivery channels to build strong relationships and provide value-added advice and solutions to business members. Key strategic objectives include sourcing new retail and wealth members, driving participation in new products and programs, retaining existing employee benefit plans and their participants, growing and retaining stable deposits, increasing other income, and strengthening relationships with existing business members.
- Be accountable for generating sustainable business growth through the acquisition and retention of employer-sponsored benefit programs.
- Convert business opportunities into revenue, collaborate with internal partners to expand market reach, and ensure activity tracking and reporting support informed decision-making.
- Deliver an advice-based experience that strengthens sponsor loyalty and employee engagement. Create interactions where sponsors and employees feel informed, turning complex benefits into simple, valued solutions.
- Contribute to operational effectiveness by ensuring compliance, maintaining industry knowledge, and advocating for improvements to systems, tools, workflows, and product offerings.
- Proactively looks for opportunities to build and progress the line of business, contributing to and leading projects to continuously improve and elevate the group benefits and retirement solutions area.
- Efficient and consistent administration of plans, from enrolment through to service delivery and potential de-boarding, while enhancing process efficiency and ease of business.
- Strengthen organizational capability by fostering collaboration, knowledge-sharing, and awareness of group benefit, retirement and savings programs across internal teams, influencing internal partner engagement and supporting team development through mentorship and guidance.
- Ambassador for the Group Benefits & Retirement Solutions team through initiating and leading opportunities for increased awareness, education and engagement in the value-added advice and solutions provided.
What You Bring Your expertise in group benefits or retirement programs will enable you to deliver advice that businesses trust. Whether your strength is in benefits, retirement solutions, or both, bring your passion for building relationships and driving results.
Experience And Education To qualify, you will need a minimum of 5 years' experience in group benefits, retirement programs, pension plans, or financial services, ideally within a credit union, bank, or insurance environment.
- University degree or college diploma in business or equivalent combination of experience and industry designations.
- Demonstrated success in business development, prospecting, and converting leads into new business opportunities.
- Experience building and maintaining strong relationships with business members, plan sponsors, and referral partners.
- Strong understanding of compliance and regulatory requirements, with the ability to apply this knowledge when evaluating program performance and recommending improvements.
Licenses And Certifications
- Completion of the Life License Qualification Program (LLQP) and ability to be life licensed in mutually agreed upon time frame.
- Employee Benefit Industry related designations such as CEBS specialty designations, RPA and GBA. Willingness to complete in mutually agreed upon time frame.
- Mutual Funds License, Financial planning designation (CFP, PFP, FMA) or other industry designations are an asset.
Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
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: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. #indh
About Servus Credit Union
Servus Credit Union is more than just a bank.
It is Canada’s first province-wide credit union and is dedicated to providing expert financial advice. Servus members not only get the best customer service offered by any financial institution in Alberta, they also get to share in our profits. Last year we shared $48.1 million with our members.
To help you and your business succeed, Servus offers a full line of financial products and services and with over 100 locations in over 59 communities in Alberta, it’s easy to find a location near you.
Servus is a trade name of Connect First and Servus Credit Union Ltd.
Group Benefits and Retirement Advisor
Top Benefits
About the role
Join Servus Credit Union
Canada’s Largest Credit Union! We are hiring for a Group Benefits & Retirement Advisor in our Insurance Services Department. Posting Closes: January 7th, 2026, 4:00 p.m.
For Internal Use Only: S3/A
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 Vice President Insurance Services the Group Benefits & Retirement Advisor is responsible for the sales and marketing of group programs, as well as the ongoing growth and maintenance of an existing portfolio of plan sponsors and programs. Group offerings include, but are not limited to: Group RRSPs, Group TFSAs, Group Life/Health/Dental plans, Defined Contribution Pension Plans, Pooled Registered Pension Plans, Deferred Profit-Sharing Plans, and the promotion of payroll solutions.
What You’ll Be Doing Work collaboratively across all credit union delivery channels to build strong relationships and provide value-added advice and solutions to business members. Key strategic objectives include sourcing new retail and wealth members, driving participation in new products and programs, retaining existing employee benefit plans and their participants, growing and retaining stable deposits, increasing other income, and strengthening relationships with existing business members.
- Be accountable for generating sustainable business growth through the acquisition and retention of employer-sponsored benefit programs.
- Convert business opportunities into revenue, collaborate with internal partners to expand market reach, and ensure activity tracking and reporting support informed decision-making.
- Deliver an advice-based experience that strengthens sponsor loyalty and employee engagement. Create interactions where sponsors and employees feel informed, turning complex benefits into simple, valued solutions.
- Contribute to operational effectiveness by ensuring compliance, maintaining industry knowledge, and advocating for improvements to systems, tools, workflows, and product offerings.
- Proactively looks for opportunities to build and progress the line of business, contributing to and leading projects to continuously improve and elevate the group benefits and retirement solutions area.
- Efficient and consistent administration of plans, from enrolment through to service delivery and potential de-boarding, while enhancing process efficiency and ease of business.
- Strengthen organizational capability by fostering collaboration, knowledge-sharing, and awareness of group benefit, retirement and savings programs across internal teams, influencing internal partner engagement and supporting team development through mentorship and guidance.
- Ambassador for the Group Benefits & Retirement Solutions team through initiating and leading opportunities for increased awareness, education and engagement in the value-added advice and solutions provided.
What You Bring Your expertise in group benefits or retirement programs will enable you to deliver advice that businesses trust. Whether your strength is in benefits, retirement solutions, or both, bring your passion for building relationships and driving results.
Experience And Education To qualify, you will need a minimum of 5 years' experience in group benefits, retirement programs, pension plans, or financial services, ideally within a credit union, bank, or insurance environment.
- University degree or college diploma in business or equivalent combination of experience and industry designations.
- Demonstrated success in business development, prospecting, and converting leads into new business opportunities.
- Experience building and maintaining strong relationships with business members, plan sponsors, and referral partners.
- Strong understanding of compliance and regulatory requirements, with the ability to apply this knowledge when evaluating program performance and recommending improvements.
Licenses And Certifications
- Completion of the Life License Qualification Program (LLQP) and ability to be life licensed in mutually agreed upon time frame.
- Employee Benefit Industry related designations such as CEBS specialty designations, RPA and GBA. Willingness to complete in mutually agreed upon time frame.
- Mutual Funds License, Financial planning designation (CFP, PFP, FMA) or other industry designations are an asset.
Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
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: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. #indh
About Servus Credit Union
Servus Credit Union is more than just a bank.
It is Canada’s first province-wide credit union and is dedicated to providing expert financial advice. Servus members not only get the best customer service offered by any financial institution in Alberta, they also get to share in our profits. Last year we shared $48.1 million with our members.
To help you and your business succeed, Servus offers a full line of financial products and services and with over 100 locations in over 59 communities in Alberta, it’s easy to find a location near you.
Servus is a trade name of Connect First and Servus Credit Union Ltd.