Financial Services Specialist

7 days ago

Edmonton, Alberta, Canada Servus Credit Union Full time

At Servus Credit Union, we're on a mission to help our members feel good about their money. As an Investment and Planning Consultant, you'll play a key role in helping our members achieve their financial goals. This is a unique opportunity to join a team of smart, gutsy, and driven individuals who are passionate about making a difference in the lives of our members.

Salary and Benefits

We offer a competitive base salary and variable pay bonus structure with opportunities for career growth and advancement. Our comprehensive benefits package includes flexible work options, health and wellness programs, vacation time, and retirement savings plans. You'll also have the chance to participate in our employee volunteer program and give back to the community.

Job Description

You'll be responsible for uncovering the full financial needs of our members, providing solutions, and referring them to our financial advisors. You'll also support and facilitate the financial planning experience for our members, fostering an environment of professional growth and development in a fun, positive, and productive way. Your responsibilities will include:

  • Uncovering the full financial needs of our members and providing solutions or referrals to our financial advisors.
  • Supporting and facilitating the financial planning experience for our members.
  • Being proactive in pursuing external and internal business opportunities, including retention of existing member bases and actively soliciting new business.
  • Establishing and implementing sales plans that focus on retaining and attracting new members with mid-to-high net worth, developing internal referral sources, centers of influence, improving profitability with existing members, and developing business from existing members.
  • Identifying staff developmental opportunities and providing effective coaching and technical training.
  • Providing coaching and mentoring to assist members of your team with skill development.
  • Ensuring 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 its members.

Required Skills and Qualifications

To qualify for this role, you'll need at least 5 years of financial advisory sales experience, along with thorough knowledge of financial planning, products, policies, procedures, and operations. You should also hold a post-secondary diploma or degree, or an equivalent combination of education and experience, and possess an MFDA license.

Benefits and Perks

In addition to our competitive compensation package, you'll enjoy flexible work options, health and wellness programs, vacation time, and retirement savings plans. You'll also have the opportunity to participate in our employee volunteer program and give back to the community.

About Us

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. We're proud to be 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 value diversity, equity, and inclusion and are committed to creating a workplace where everyone feels valued and respected.

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