Job Description

Posting closes on November 24th, 2023 at 8:00 am.

Compensation: Senior Wealth Advisor compensation program is robust and lucrative! A base salary of $79,563 just scratches the surface!

Additional information: The successful candidate will support 3 locations, two within Lethbridge, and one in Crowsnest Pass.

Servus Credit Union is Alberta\'s largest credit union and we are still growing! Driven by cooperative values, one might even say we\'re member-obsessed \xe2\x80\x93 because helping our members feel good about their money through improved financial fitness builds better lives and stronger, more resilient communities.

Propelled by our aspirational values of being smart, gutsy and driven, Servus is growing, enhancing member and employee experience and shifting to a culture where we can easily deliver our best.

We are looking for an Senior Wealth Advisor in our Lethbridge and Crowsnest Pass market.

Reporting to the Regional Manager Wealth Management, your primary goal is to provide superior, personalized, advice-based service to our high net-worth members. To ensure our members achieve their financial goals, you will provide the full financial planning experience, including discovery, analysis, implementation, and ongoing monitoring of financial plans. As an Senior Wealth Advisor, you will uncover the full financial needs of our members and refer them to partners within the fully integrated Servus Network. As a senior member of the wealth team, you\'ll take an active leadership role with your peers and play a vital role in the growth and success of our organization.

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

• Delivering the full financial planning experience by implementing the CFP\xe2\x80\x99s six steps of financial planning, including: discovery, gathering data, analysis, presentation of the financial plan, implementation, and ongoing monitoring to your target market
• 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\xe2\x80\x99s), 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 productive

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!

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:

• 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

Here are some of the benefits that our employees love:

• Financial product benefits available immediately
• Matched group retirement program available after only 3 months
• Employee financial services team available to help you reach your financial goals
• Disability programs
• Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
• Flexible spending account to purchase additional health or personal wellness items
• Wellness initiatives
• Employee and family assistance plan
• Minimum 3 weeks\' vacation + vacation purchase program
• Personal care days
• Reward programs
• Incentive pay program
• Recognition for years of service

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, colour, 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.

#indh

Servus Credit Union