Financial Planner - New Market
Servus Credit Union, Canada
Job Description
Compensation:Competitive base salary + lucrative New Market Financial Planner compensation plan.
Did you know that Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? We're excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry!
Do you thrive in a fast-paced environment building connections and centers of influence? Keep reading to see why we think this is the job for you!
We're looking for a New Market Financial Planner in our Airdrie, AB market.
Reporting to the Regional Manager Wealth, a New Market Financial Planner develops strong community connections and focuses their energy on activities that will support our ongoing efforts of growing relationships as Servus expands into new communities. They are actively involved in various business networks in and around Airdrie generating new business through financial fitness conversations. Our Financial Planners get to know our members and gather information related to their goals. Because there is no current book of business in the Airdrie market, the New Market Financial Planner is comfortable with business development, has an entrepreneurial spirit and is confident building their own book. Through financial analysis they develop a financial plan that supports members through to retirement. Because they have their mutual funds license, they can offer our members a variety of products that suit their needs. Building relationships and communication is one of their strengths because they have a genuine desire to help people reach their investment goals. 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:
Responsible Investment Specialist (RIS) designation
Financial Planning designation (CFP)
Investment Funds in Canada
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!
Please note: Submission of 30/60/90-day business development activity plan required upon application.
Most importantly, we're looking for candidates who align with our values. We live our values in how we do business. We're not afraid to be different in fact, we embrace our differences. We have a spirit that motivates us to give our best service to members every day. It's our values that attract many people to Servus and keep them with us. We embrace our culture and heritage, and we pride ourselves on our strong commitment to the communities we serve and our efforts to build and maintain member loyalty. If this sounds like you, then we encourage you to apply!
#indh
Benefits
By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed