Senior Wealth Advisor

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 Senior Wealth Advisor to join our Servus Wealth Strategies team in Lloydminster, Alberta . What might motivate you to apply? As an Senior Wealth Advisor, you will uncover the full financial needs of our members and refer them to partners within the fully integrated Servus Network. As a senior member of the Servus Wealth Strategies team, you'll take an active leadership role with your peers and play a vital role in the growth and success of our organization. What You’ll be Doing : Delivering 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 to your target market ($500,000 + investable assets) Maintain up to date Financial Planning and investment industry knowledge by participating in training programs / industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements Build a financial planning practice with a member-centric focus, leveraging tools including all financial service considerations and build a network of Servus partners Monitoring and ensuring 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 all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members Establishing and implementing a sales plan that focuses on the retaining / attracting new members with high net worth ($500,000+), developing internal referral sources, centers of influence (COI’s), improving profitability with existing members, developing business from existing members and retention of members Identifying staff developmental opportunities and providing effective coaching and technical training; develop teamwork in the wealth and branch operations, fostering a working environment that is fun, positive and productive What you Bring : Experience 5 years' experience within the wealth sales industry including securities and compliance. thorough knowledge of financial planning, products, policies, procedures and operations Education and Training : Financial Planning designation (CFP) Canadian Securities Course Conduct and Practices Life License IIROC license 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? We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply Qualified applicants are invited to apply online. Posting Closes : Until filled Employment Status : Permanent, Full-time ~ covering several locations within the Lloydminster, Alberta market - this includes Provost, Andrew, Mundare, Lamont and Lac La Biche. Compensation : Base plus commission compensation model We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. #J-18808-Ljbffr