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Wealth Management Consultant

3 months ago

Fort McMurray, Canada Servus Credit Union Full time

Position Overview:

We are seeking a dedicated Financial Advisor to join our dynamic team at Servus Credit Union. As a prominent member-owned financial institution, we pride ourselves on fostering strong community ties and enhancing our members' financial well-being.

Role Responsibilities:

Your main goal will be to embody our mission by establishing enduring relationships with members, fostering trust, and providing tailored financial solutions that enhance their financial health. Your key responsibilities will include:

  • Identifying and presenting suitable products and services that align with members' financial goals.
  • Achieving and surpassing sales objectives and referral targets.
  • Engaging in business development initiatives through marketing efforts.
  • Utilizing excellent communication skills to engage members and assess their immediate financial needs.
  • Maintaining a comprehensive understanding of our investment and retail banking offerings.
  • Encouraging referrals to our Wealth Management and Business Banking teams.
  • Staying informed about local market trends and competitive offerings.
  • Adhering to all regulatory standards and internal policies to minimize risks.
  • Delivering exceptional member experiences by following best practices.
  • Contributing positively to our collaborative and supportive workplace culture.
  • Upholding Servus' reputation within the community.

Qualifications:

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

Preferred Qualifications:

While not mandatory, the following credentials are advantageous:

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

Company Culture:

At Servus, we value candidates whose personal principles resonate with our cooperative ethos. We embrace our unique culture and celebrate our commitment to our members and the communities we serve.

Employee Benefits:

Servus offers an array of benefits, including:

  • Comprehensive health and wellness programs.
  • Vacation and retirement savings plans.
  • Opportunities for professional development and career advancement.
  • Flexible working arrangements.
  • Competitive salary with performance-based incentives.
  • Meaningful contributions towards both personal and organizational objectives.
  • Engagement in community service through our employee volunteer initiatives.

As an employee, you will also enjoy the benefits of membership, including profit sharing and participation in governance.

Next Steps:

We will reach out to candidates selected for interviews. If you require accommodations during the hiring process, please inform us at that time.

At Servus, we celebrate diversity and the unique perspectives it brings to our community. We encourage individuals from all backgrounds to consider this opportunity.