Senior Wealth Advisor

7 days ago

Lethbridge, Canada Servus Credit Union Ltd Full time

Posting Closes: Until filled

Employment Status: FT (37.5 hours per week). This is an in person role covering locations in Lethbridge and Crowsnest Pass.

Compensation: Base salary of $81,644 just scratches the surface Our Senior Wealth Advisor compensation program is robust and lucrative

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.  

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’s 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’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 productive.

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'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.

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:

  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Competitive Compensation including performance-based incentive pay
  • Meaningful work towards individual and corporate goals 
  • Opportunities to get involved and give back through an employee volunteer program

 For information about these benefits and more, click here. 

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 services we provide … with a few additional perks

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply 

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