Senior Advisor - Lethbridge, AB, Canada - Servus Credit Union Ltd

Description

Our Senior Wealth Advisor compensation program is robust and lucrative

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money.

One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.

We are looking for an Senior Wealth Advisor in our Lethbridge and Crowsnest Pass market.

Reporting to the Regional Manager Wealth Management, your primary goal is to provide superior, personalized, advice-based service to our high net-worth members.

To ensure our members achieve their financial goals, you will provide the full financial planning experience, including discovery, analysis, implementation, and ongoing monitoring of financial plans.

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 wealth team, you'll take an active leadership role with your peers and play a vital role in the growth and success of our organization.

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
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; You will also need thorough knowledge of financial planning, products, policies, procedures and operations.
Financial Planning designation (CFP)
Life License
IIROC license
These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences.

We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Training & Development Opportunities
Flexible work options
Competitive Compensation including performance-based incentive pay
Meaningful work towards individual and corporate goals
We value and celebrate the richness that diverse backgrounds and experiences bring to our community.