Job Description

Posting closes: September 15, 2023, 4:30 pm

Compensation: $48,4003 - $71,091 per year depending on experience

Please note: Although a remote friendly role, we are looking for candidates from the Red Deer region and area as travel is required.

Did you know that Servus Credit Union is Alberta\'s largest credit union and is ranked #1 in Canada on Forbes\xe2\x80\x99 World\xe2\x80\x99s Best Banks list for 2022? We are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! Through our operations, we strive to make a positive impact on our economy, the environment, and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.

We are currently looking for a Senior Wealth Advisor Associate for our Red Deer region.

As a Senior Wealth Advisor Associate your primary objective is to support our Senior Wealth Advisor as they work with high-net-worth members and/or business owners. You strive for excellence in communication and organization as you play a vital role in enhancing the member experience, and the growth and profitability of our credit union. You ensure our Senior Wealth Advisor have the proper documentation required and it is completed correctly so that our members get the support they need to Reimagine Financial Fitness.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Timely completion of required documentation including account opening, transfers, trades, tracking and other paperwork with appropriate follow up as necessary.
• Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent, and courteous service at all times.
• Set up appointments for Senior Wealth Advisor for client meetings and call to confirm next day\xe2\x80\x99s appointments.
• Participate enthusiastically in and assist in the creation and execution of corporate and branch campaigns, and marketing/business development plans.
• 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 (i.e. Compliance, money laundering, privacy, etc.).
• Ensure necessary due diligence is taken to support the accuracy of all member transact

Requirements

To qualify, you will need at least 4 years\' experience within the financial industry and at minimum your high school diploma.

Although not required, the following education/certificates are valuable assets:

• Finance related post-secondary education
• Investment Funds in Canada (IFIC) or Canadian Securities

Most importantly, we are looking for candidates who have impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!

Benefits

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential.

Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:

• Volunteer program that includes time off to support the initiatives you support
• Leaders who are passionate about developing their employees to grow their careers
• Learning & Development team who support career development through financial support of external courses and designations
• Annual Corporate fundraising events
• A supportive and engaging working environment
• Benefits that lead the field
• A total rewards strategy that includes recognition for a job well done
• Learning options that support lifelong learning and career-building opportunities
• Opportunities and support for volunteering in local communities and abroad
• Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees
• Servus Employee Resource Circles, including Pride Employee Resource Circle, South Asian SERC, BIPOC SERC, Pride Employee Resource Circle (PERC) and Diversity Equity Inclusion and Belonging (DEIB) Council

Here are some of the benefits that our employees love:

• Financial benefits available immediately (reduced Loan and Credit Card rates, etc)
• Matched Retirement Savings program (Servus matches what you contribute)
• Annual flexible spending account to purchase additional health or personal wellness items
• More than Alberta standard vacation time to start and vacation purchase program for those years when you need more time off
• Incentive pay program
• Full package of health and wellness benefits

As 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 services we provide \xe2\x80\xa6 with a few additional perks!

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate about making an impact, apply now!

Next Steps

Click on the link below to apply for this amazing opportunity. If you\'re shortlisted, you\'ll hear from us after the posting closes. Should you require an accommodation during the application and selection process, send us a quick email at with the position and location you\'re interested in. Thanks for applying with Servus Credit Union; we look forward to learning about you and your experience!

Servus Credit Union is an equal opportunity employer and employs personnel without regard to race, color, ancestry, place of origin, religious beliefs, gender, gender identity, gender expression, age, physical disability, mental disability, marital status, family status, source of income, and sexual orientation.

Servus Credit Union