Wealth Management Specialist

1 month ago

Ottawa, Ontario, Canada Alterna Savings Full time
Job Title: Wealth Banker

Job Summary:

The Wealth Banker is a key role within Alterna Savings, responsible for driving the provision of investment-oriented financial advice, investment sales, asset consolidation, and new client/member acquisition within assigned branches.

Key Responsibilities:

  • Build strong partnerships with branch teams to facilitate introductions to existing members/clients.
  • Leverage existing resources to actively contact members (marketing, call lists, referrals).
  • Manage an assigned portfolio of members using financial planning concepts, advisory, and relationship tools to meet members' investment needs.
  • Establish regular contacts with members/clients to establish relationships that will identify members' needs.
  • Assist members/clients in consolidating their financial assets at the credit union.
  • Enhance the wealth management knowledge of branch partners to assist them in creating a financial planning experience that will meet their members/clients' financial needs.
  • Become an integral member of branch sales teams and create value for the branch partners by conducting regular information sessions.
  • Keep files on member relationships that include members' financial goals, notes, and compliance records and input into CRM.
  • Manage assigned member portfolio jointly with other specialists in Alterna (i.e., Credit and/or SME).
  • Provide financial advice using PIP (Personal Investment Plan) financial planning tool.
  • Act as a mentor for less experienced staff under the guidance of the Branch Manager.
  • Triage referrals when deemed necessary based on the complexity of the members/client's requests.

Expectations/Outcomes:

  • High member satisfaction among assigned book of business as measured by retention statistics, new sales growth goals, referrals to wealth advisors, and transfer of High Value accounts to Investment Advisors.
  • Increase in portfolio value.
  • Increase in member profitability.
  • Referrals to IA for complex investment portfolios.

Qualifications:

  • Post-secondary education combined with 5 years related experience in a financial institution or an equivalent combination of education and experience.
  • CSC or IFIC course completed with ability to be licensed immediately.
  • CFP or PFP preferred.
  • At a minimum 2 years of financial advisory experience and demonstrated relationship building experience.
  • Proven track record in sales.
  • Good knowledge of products and services including credit.

Knowledge/Skills/Competencies:

  • Sound knowledge of various computer applications including Excel, Word, etc.
  • Ability to demonstrate sales management techniques, identify needs, and present solutions.
  • Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business).
  • Developed writing skills sufficient to communicate detailed factual information to members and various departments or partners.
  • Sound judgment.
  • Ability to work under minimal supervision.
  • Excellent interpersonal and communications skills.
  • Commitment to continuous learning.

Language: English

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