Senior Wealth Advisor

at  Servus Credit Union

POSTING CLOSES UNTIL FILLED

Compensation: Base plus commission compensation model
Servus Credit Union is Alberta’s largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada’s Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World’s Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.

REQUIREMENTS

To qualify, you will need at least 5 years’ experience within the wealth industry including securities and compliance. You will also need thorough knowledge of financial planning, products, policies, procedures and operations.

The following education/certificates are required:

• Financial Planning designation (CFP)
• Canadian Securities Course & CPH
• Conduct and Practices
• Life License
• IIROC license

Most importantly, we are looking for candidates who have a passion for the wealth industry and are effortless in building rapport with our members. If you are a passionate and driven person looking for long-term career growth, then we encourage you to apply!

• Delivering the full financial planning experience by implementing the CFP’s six steps of financial planning, including: discovery, gathering data, analysis, presentation of the financial plan, implementation, and ongoing monitoring to your target market ($500,000 + investable assets)
• Maintain up to date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements
• Build a financial planning practice with a member-centric focus, leveraging tools including all financial service considerations and build a network of Servus partners
• Monitoring and ensuring personal and corporate goals are met or exceeded, including growth of the book of business, revenue, asset gathering, retention of assets, sales/ renewals of solutions, insurance, member segmentation, and referrals to internal partners
• Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members
• Establishing and implementing a sales plan that focuses on the retaining/attracting new members with high net worth ($500,000+), developing internal referral sources, centers of influence (COI’s), improving profitability with existing members, developing business from existing members and retention of members
• Identifying staff developmental opportunities and providing effective coaching and technical training; develop teamwork in the wealth and branch operations, fostering a working environment that is fun, positive and productiv