Senior Wealth Advisor Associate

Join Servus Credit Union
Canada’s Largest Credit Union!

We are hiring for a  Senior Wealth Advisor Associate  for our  Servus Wealth Strategies Team  in  Grande Prairie Alberta .

Posting Closes:
Until Filled

What You’ll Be Doing
Assist the Senior Wealth Advisors by supporting the delivery of the full financial planning experience to high net worth ($250,000+) members using the CFP’s six steps of financial planning through an understanding of processes, systems and documentation required. Accurate, timely completion of required documentation including account opening, transfers, trades, tracking and other paperwork with appropriate follow up as necessary.

Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times.

The licensed Senior Wealth Advisor Associate is able to execute trades in line with risk objectives for members.

Respond to member complaints within assigned limits, with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.

Assist the Senior Wealth Advisors to achieve or exceed assigned sales and referral goals in the following areas:
Growth of the book of business, Revenue, Asset Gathering, Sales/renewals of solutions to meet member needs, including Servus Term Deposits. Life Insurance, Member Segmentation.

Refer to internal partners – retail, business banking and other channels as appropriate.

Participate enthusiastically in assisting in the creation and execution of corporate and branch campaigns, and marketing/business development plans.

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. (e.g., Compliance, money laundering, privacy, etc.).

What You Bring
To qualify, you will need at least 2 years’ experience in the wealth industry including securities and compliance.

Knowledge of Financial Planning, products, policies, procedures and operations

Education And Training

High School Diploma.

Finance related post-secondary is an asset.

Securities industry training.

Investment Funds in Canada or Canadian Securities Course and CPH are definite assets.

Why Servus?
Benefits
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!

Employment Eligibility for externals:
The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. Additionally, enhanced background checks surrounding eligibility to be licensed/registered with take place.

#J-18808-Ljbffr