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Investment Consultant

3 months ago

Canada Servus Credit Union Ltd Full time

Employment Status: Full-time, 37.5 hours per week.

Compensation: $49,613 to $72,869 per annum, depending on experience.

Location: Your home branch will be assigned based on proximity.

*Important Requirement: Candidates must possess a valid driver's license and have access to a reliable vehicle.


Servus Credit Union is expanding its team and is currently seeking an Investment Consultant to join our North Central District team.

As Alberta's largest member-owned credit union, Servus is dedicated to fostering strong, resilient communities by empowering our members to achieve financial wellness. Recognized as one of Canada's Best Managed Companies for two decades and featured on Forbes' World's Best Banks list, we pride ourselves on our team of motivated and driven professionals.

In the role of an Investment Consultant, your primary objective will be to embody our noble purpose by cultivating long-term relationships with members, establishing trust, and providing tailored financial solutions that enhance their financial well-being.

Key Responsibilities:

  • Identify opportunities to align members with suitable products and solutions that contribute to their financial health.
  • Meet and surpass sales targets and referral objectives.
  • Engage in business development initiatives through corporate and branch marketing strategies.
  • Exhibit exceptional communication skills to engage members and assess their immediate financial needs.
  • Maintain a thorough understanding of our investment and retail banking services and products.
  • Encourage referrals to our Wealth Management and Business Banking teams, as well as third-party providers.
  • Develop a comprehensive understanding of the local market, competitive offerings, and economic trends.
  • Adhere to all audits, policies, procedures, and regulatory requirements to mitigate risks.
  • Deliver an outstanding member experience by following Servus' best practices.
  • Contribute to Servus' culture of teamwork, positivity, and collaboration.
  • Adapt quickly to various locations, team dynamics, and member demographics.
  • Uphold Servus' positive reputation within the community.

Qualifications:

To be considered for this position, candidates should possess a minimum of 2 years of experience in retail banking or a related financial sector, ideally in sales or customer service, along with a high school diploma.

While not mandatory, the following qualifications are advantageous:

  • Post-secondary education in Finance or related fields.
  • Investment Funds in Canada Course & License (IFIC).
  • Personal Financial Service Advice (PFSA).
  • Financial Planning I (FP1).

We are particularly interested in candidates whose personal values resonate with our cooperative principles. These values are reflected in our daily operations. We embrace our unique identity and celebrate our credit union culture and history, maintaining a strong commitment to our member-owners and the communities we serve.

Benefits:

Working with Servus offers exceptional benefits. In addition to standard offerings such as health and wellness, vacation, and retirement savings programs, we provide:

  • Training and Development Opportunities.
  • Career Advancement Potential.
  • Flexible Work Options.
  • Competitive Compensation, including performance-based incentives.
  • Meaningful work aligned with individual and corporate objectives.
  • Opportunities for community involvement through an employee volunteer program.

At Servus, our employees are also members, enjoying all the benefits of credit union membership, including profit sharing and participation in governance.

Next Steps:

Only candidates selected for an interview will be contacted. If you require accommodations during the hiring process, please inform us at that time.

Join a diverse team of authentic individuals working collaboratively to redefine financial wellness. We value the unique perspectives and experiences that contribute to our community. Your skills and passion may find a place at Servus, so we encourage you to consider this opportunity.