Wealth Business Development Coordinator

**Join Servus Credit Union** - **Canada’s Largest Credit Union**

At **Servus Credit Union**, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting **people before profits**, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most**:our members, our employees, and our communities**. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, **we want to meet you**.

**Join Servus and discover a better way to work.**

We are hiring for a full-time **Wealth Business Development Coordinator** to join our **Wealth Strategies Operations** team**.**

The Wealth Business Development Coordinator collaborates with all levels of wealth, insurance, and estate. They capture and are able to communicate a high-level business development roadmap to stakeholders, including the Vice President, Wealth and the Assistant Vice President, Insurance Services, and their direct reports, on marketing’s plans and tactics in the wealth, insurance, and estate areas. A keen understanding of the products and services offered, the structure and roles of the wealth, insurance, and estate teams and be able to support multiple initiatives at the same time is a must.

**What You'll be Doing**:
- Supporting business development ideas and activities by being a resource to support the execution of action items related to initiatives.
- Working with stakeholders to receive action items to coordinate business development activities that generate new business.
- Providing stakeholders with timelines for initiation and execution of business development plans by collecting planned activities into a consolidated
- Articulate and present plan activities that will require resources to senior leadership.
- Consulting with Marketing in the development of compelling wealth, insurance, and estate marketing initiatives that support business development.
- Anticipating and providing a broad range of administrative support services related to business plan development, initiation, and execution.
- Providing support to members of the wealth management leadership team on initiatives or projects, often taking the lead role once a course of action has been identified by management, including wealth related member events.

**What you Bring**:
**Experience**
- Minimum of 2 years’ experience in the wealth industry including sales, marketing, and coordinator roles.
- Knowledge of financial planning, products, and policies.
- Proven performance as a self-motivated individual.
- Has worked in a strategic manner with senior level clients.

**Education and Training**:

- High School
- Finance or marketing related post-secondary is an asset.
- Thorough understanding of financial products and services is an asset.

**Why Servus?**

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

- Competitive compensation including performance-based incentive pay and profit share
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide with a few additional perks

**What happens next?**

**Posting Closes: August 19th, 2025**

**Employment Status: Permanent, Full-time.