Senior Wealth Advisor Associate - Edmonton
Senior Wealth Advisor Associate - Edmonton
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Job Description
Posting closes: April 21 4:00 pm/mst
Please note: Full Time interested candidates must have the willingness to work in person at a location to be determined in the City of Edmonton.
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 currently looking for a Senior Wealth Advisor Associate for our Edmonton region.
As a Senior Wealth Advisor Associate your primary objective is to support our Senior Wealth Advisor as they work with highnetworth members and/or business owners. You strive for excellence in communication and organization as you play a vital role in enhancing the member experience and the growth and profitability of our credit union. You ensure our Senior Wealth Advisor have the proper documentation required and it is completed correctly so that our members get the support they need to Reimagine Financial Fitness.
More specifically the scope of your responsibilities will include but are not limited to:
- 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.
- Set up appointments for Senior Wealth Advisor for client meetings and call to confirm next days appointments.
- Participate enthusiastically in and assist in the creation and 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 (i.e. Compliance money laundering privacy etc..
- Ensure necessary due diligence is taken to support the accuracy of all member transact
Requirements
To qualify you will need at least 4 years experience within the financial industry and at minimum your high school diploma.
Although not required the following education/certificates are valuable assets:
- Finance related postsecondary education
- Canadian Securities currently in progress or completed.
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 so even if you dont check every box we encourage you to apply!
Required Experience:
Senior IC
Employment Type
Advisor
