Wealth Management Leader

3 weeks ago


Fort McMurray, Canada Servus Credit Union Full time

Establish yourself as a top performer in the financial industry by joining our team at Servus Credit Union. As a Senior Wealth Advisor, you will be responsible for delivering personalized, advice-based service to high net worth members.

We are seeking an experienced professional with a minimum of 5 years' experience within the wealth industry, including securities and compliance. If you have a Financial Planning designation (CFP), Canadian Securities Course & CPH, Conduct and Practices, Life License, and IIROC license, we encourage you to apply.

The ideal candidate will have thorough knowledge of financial planning, products, policies, procedures, and operations. You will be expected to provide superior customer service, maintain up-to-date industry knowledge, and build a financial planning practice with a member-centric focus.

A successful Senior Wealth Advisor will be able to monitor and ensure 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.

In this role, you will also establish and implement a sales plan that focuses on 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.

This position comes with a guaranteed base salary of $120,000 while building the book of business, with potential for performance-based incentive pay and other benefits.


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