Wealth Protection Specialist
Wealth Protection Specialist
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Job Description
Opportunity closes: July 31st 4:00 pm/mst.
Compensation Model: Base Salary plus revenues
Additional Information: The successful candidate will be located in Edmonton with the expectation that they can travel to various branches to meet with members across our province on a regular basis.
Servus Credit Union is Albertas largest member-owned 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.
Were looking for Wealth Protection Specialist to support our Wealth Strategies team!
Reporting to the Regional Vice President - Wealth your primary focus is to ensure that our members wealth is protected through the personalized insurance planning. You are the expert in your field and our members rely on you to recommend the best insurance solutions. The wealth protection process that you use strategically identifies the opportunities to engage business partners to create a balanced reimagined financial plan for our members.
More specifically the scope of your responsibilities will include but are not limited to:
- Actively create and maintain member relationships
- Maintain latest financial planning and insurance industry knowledge
- Develop internal referral sources where they recognize you are an expert in the field of wealth protection and delivery of solutions to support a balance of financial estate and business succession planning.
- Actively provide peer coaching and mentoring
- Demonstrate leadership in branches business banking centers the market and the communities
- As part of a team deliver advanced insurance planning solutions in both Personal/High Net Worth and corporate scenarios.
Requirements
To qualify youll need at least the following:
- 5 years experience in the wealth industry specifically in an insurance and/or financial planning role with a proven track record of success
- A CFP designation is a requirement for this role; however Servus will consider those individuals who are actively pursuing the designation
- The ability to be Insurance licensed (Life and A&S) in the Province of Alberta/Saskatchewan/BC. Insurance license is current and in good standing .
- Chartered Life Underwriter (CLU) designation and/or equivalent work experience is required
- Thorough knowledge of financial planning products procedures and regulations
- Adept in providing detailed and accurate information to third parties with the ability to collect analyze and interpret the needs of members and offer appropriate solutions
- Experience with life disability and living benefits insurance sales to meet both corporate and personal needs
- Proven ability to complete Advanced Insurance Planning resulting in the implementation of Permanent Insurance solutions to augment and meet complex member needs such as Business Succession Estate Preservation/Enhancement Legacy Tax Efficiency etc.
- Experience with business plan development
Although not required the following experience and education/certifications are valuable assets:
- Post-secondary education/college diploma or university degree is considered an asset
- Industry Training ongoing training or certificates within the financial industry are an asset
Knowledge and comfort with:
- Financial Planning software
- Insurance company illustration software
- Life Design Analysis
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 member-owners and to the communities we serve.
If this sounds like you then we encourage you to apply!
Benefits
Working for Servus has outstanding 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 performance-based 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!
#indh
Required Experience:
Unclear Seniority
Employment Type
Full-Time
