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Wealth Advisor
3 weeks ago
We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and nurture it.
As a Wealth Advisor, your role is to support members in developing a financial plan. Think of yourself as their financial coach Your goal is to enhance their financial fitness and promote their overall financial well-being. You’ll assess their circumstances, prioritize their needs, implement investment strategies, and regularly monitor their progress. Additionally, you’ll be proactive in supporting them through life changes and celebrating significant milestones.
**As a Wealth Advisor, you will**:
- Conduct personal interviews with members, identify member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
- Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
- Create and maintain client files adhering to compliance requirements, and reports on activities.
- Conduct client seminars on wealth management and attend business development opportunities as required.
- Provide support on wealth management products.
- Develop own personal business plan.
- Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.
**What you need for this role**:
- High School Diploma
- Mutual Fund License
- Financial Planning Designation (i.e. CFP, PFP)
- Minimum 2 years of industry experience as a financial planner.
- General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
- Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
- Using sound judgement to make timely and effective decisions, considering both short
- and long-term outcomes, risks, and impacts.
- Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
- Engage in business development activities, and volunteerism.
**What do we offer?**
- Preferred rates on our products and services
- Benefits and Pension, from day one
- Competitive salary
- Investment in your professional development
- Community involvement
If the above describes you, we want to hear from you. Submit your cover letter and resume by end of day on October 9, 2024, referencing competition **#244503 **in the Subject Line.
**More details**:
- Permanent full-time.
- Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
- Salary: $65,600 - $85,800
**A little more about us**:
**Synergy Credit Union **is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.
We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.
We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities - for families, schools, youth groups - you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.
We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.
- We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check
