Financial Planner
Servus Credit Union, Canada
Job Description
Posting Closes: March 11, 2024
Compensation: $72,869 base salary + Financial Planner compensation plan
Servus is growing! We are currently looking for a Financial Planner in our Edmonton region (location to be determined) .
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're looking for a Financial Planner to join our Wealth team!
Reporting to the Regional Manager Wealth Management, your primary goal is to provide excellent, personalized, advice-based service to our mid net worth members. As a Financial Planner, you will get to know your members, uncover their needs, and take them through the full financial planning experience. With a genuine desire to build relationships and help our members find investment products to meet their needs, you play an integral role in shaping member's financial fitness.
More specifically, the scope of your responsibilities will include, but are not limited to:
- 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 (annual reviews)
- 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.
- Be proactive in pursuing external/internal business opportunities including retention of existing member base and actively soliciting new business, reviewing marketing data to determine new market potential, and leveraging opportunities with existing members through in branch/telephone communication
- Monitor and ensure personal and corporate goals are met or exceeded
- On behalf of Wealth, actively participate and demonstrate leadership in the branch, market and community always with a member-centric focus doing what’s right for the member.
- 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.
Requirements
To qualify, you will need at least 2 years' experience within the financial industry as well as thorough knowledge of financial planning, products, policies, procedures and operations
The following education/certificates are also required:
- Certified Financial Planning (CFP)
- Mutual Funds License
- MFDA license
Most importantly, we are looking for candidates who have impeccable communication skills and are effortless in building rapport with our members. If you are a passionate and driven person looking for long-term career growth, then we encourage you to apply!
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 amp; 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 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 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 don’t check every box we encourage you to apply!