Wealth Specialist

**About connectFirst Credit Union**

**As a credit union, we're different than a bank - and we like it that way.**

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we’ve grown to become one of Alberta’s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it’s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.
- **Our mission**: Make money make a difference.
- **Our vision**: Do what's right for every member.
- **Our values**: Think big, act local, take charge, and make it easy.

**We’re committed to providing remarkable experiences to our members, our communities, and our employees, and we’re proud to be regarded as one of the best**:

- Named among Canada’s Most Admired Corporate Cultures by Waterstone Human Capital
- Recipient of Canada’s Best Managed Companies award for 21 consecutive years
- $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
- 750 employees
- $585 million in Member's equity

**Key Accountabilities**:

- Works with members to uncover current and emerging financial needs and to establish clear goals.
- Assesses each member’s financial situation to understand cash flow, money habits and personal financial circumstances and tailors’ recommendations to each member’s unique needs.
- Acts as a financial coach, helping members to establish and work towards relevant financial goals, checking on progress and advising where changes to the plan may be appropriate or required.
- Works collaboratively with others to support the business plan as it relates to the overall strategy for the Wealth department and the achievement of business objectives.
- Identifies and develops sales opportunities with existing and potential new members to meet their needs and further relationships.
- Reviews member portfolios at least annually to measure progress towards established financial goals. Ensures risk profiles align with applicable investment programs and changes in member circumstances, recommends alternative investment options where needs or risk profile may have changed.
- Provides a full range of investment services, which includes preparing recommendations, documentation and processing member transactions.
- Ensures all member interactions are accurately documented, responds to member inquiries and resolves issues in a timely manner, and follows up with members on documentation as required.
- Hosts internal and external information sessions on the features and benefits of select investment products and planning strategies.
- Analyzes, make recommendations and sells appropriate mutual funds (including third party).
- Introduces members to the appropriate connectFirst team member or specialist as required.
- Seeks feedback from internal and external networks (branch employees, corporate employees, members, and other centres of influence) on products and overall satisfaction of the delivery of wealth offerings.
- Remains current on organizational and industry practices, policies, procedures and legislative requirements; identifying areas requiring clarification or improvement and referring to management for further action.
- Establishes and maintains relationships with our branches, internal colleagues, the community and acts as an ambassador for connectFirst Wealth and connectFirst Credit Union.
- Pursues business development opportunities in accordance with ethical standards and Aviso Wealth and regulatory requirements, by identifying and pursuing leads through networking, community and social activities and other non-business functions.
- Applies risk management policies, procedures and audit control standards in daily activities to ensure compliance and best practice standards to mitigate risk.
- Seeks opportunities to promote the organization and to develop business opportunities and refer to appropriate sales staff.
- Acts as a resource to other staff within the branch.

**Experience and/or Educational Requirements**:

- 4 - 6 years experience in retail lending/credit and inv