Senior Wealth Advisor - Lloydminster
Senior Wealth Advisor - Lloydminster
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1 Vacancy
Job Description
Posting Closes: Until Filled
Status: Fulltime In Person role Lloydminster
Compensation: Base plus commission compensation model
Servus Credit Union is Albertas largest memberowned credit union known for building strong resilient communities by helping our members feel good about their money. One of Canadas Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes Worlds 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 for our Lloydminster Region.
Compensation: This position has a guaranteed base salary while you build the book of business
Reporting to the Regional Manager Wealth Management your primary goal is to provide superior personalized advicebased service to our high networth 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 youll take an active leadership role with your peers and play a vital role in the growth and success of our organization.
More specifically the scope of your responsibilities will include but are not limited to:
- Delivering the full financial planning experience by implementing the CFPs six steps of financial planning including: discovery gathering data analysis presentation of the financial plan implementation and ongoing monitoring to your target market $500000 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 membercentric 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 $500000 developing internal referral sources centers of influence (COIs) 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
Requirements
To qualify you will need at least 5 years experience within the wealth sales industry including securities and compliance. You will also need thorough knowledge of financial planning products policies procedures and operations.
The following education/certificates are required:
- Financial Planning designation (CFP)
- Canadian Securities Course
- Conduct and Practices
- Life License
- IIROC license
Most importantly were looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. Were 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 memberowners and to the communities we serve.
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:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performancebased incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more click here.
At Servus our employees are also members. This means youll 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 services we provide with a few additional perks!
What happens next
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process please advise us at that time.
Discover a sense of belonging amongst a team of unique authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills passion and curiosity may find a sense of belonging at Servus.
#indh
Required Experience:
Senior IC
Employment Type
Advisor
