Strategic Financial Planner Lead

3 days ago


Fort McMurray, Canada Servus Credit Union Full time
Senior Wealth Advisor Opportunity

Servus Credit Union, a leading member-owned credit union in Alberta, is seeking an experienced Senior Wealth Advisor to join our Fort McMurray team.

Role Overview

We are looking for a skilled professional who can provide exceptional, personalized financial planning services to high net-worth members. As a Senior Wealth Advisor, you will be responsible for delivering comprehensive financial planning experiences, including discovery, analysis, implementation, and ongoing monitoring of financial plans.

About the Role

  • Provide superior, advice-based service to our high net-worth members, helping them achieve their financial goals.
  • Deliver the full financial planning experience by implementing the CFP's six steps of financial planning, including discovery, gathering data, analysis, presentation of the financial plan, implementation, and ongoing monitoring.
  • Maintain up-to-date knowledge of financial planning and investment industry requirements, participating in training programs and courses to upgrade skills and obtain accreditation.
  • Build a financial planning practice with a member-centric focus, leveraging tools and building a network of Servus partners.
  • 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.
  • Ensure adherence to corporate policies, procedures, and guidelines, including compliance with legislative and regulatory requirements to mitigate risk.

Requirements

  • Financial Planning designation (CFP)
  • Life License
  • IIROC license

What We Offer

  • Competitive Compensation package, including performance-based incentive pay
  • Meaningful work towards individual and corporate goals
  • Flexible work options
  • Training & Development Opportunities

Estimated Salary Range: $120,000 - $150,000 per year, based on experience and qualifications.



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