Wealth Management Specialist

2 months ago

Ottawa, Ontario, Canada Alterna Savings Full time

About the Role

The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation, and new client/member acquisition within assigned branches. This role works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs.

Key Responsibilities

  • Proactively build solid working 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 regularly scheduled contacts with members/clients to establish relationships that will identify members' needs.
  • Assist members/clients consolidate 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, which will in turn allow the branch partners to reach their individual sales and acquisition targets.
  • 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 member's 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

Education / Certification / Experience

  • 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.

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