Financial Planner
Servus Credit Union, Canada
Job Description
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 are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! We are one of Canada’s 50 Best Managed Companies and we are committed to being socially responsible and living the co-operative values. Through our operations, we strive to make a positive impact on our economy, the environment, and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.
Compensation: Market leading salary + Financial Planner compensation plan
Closing Date: March 15, 2023
Servus is growing! We are currently looking for a Financial Planner within the Wealth Management team in our Lacombe and Blackfalds branches.
Reporting to the Regional Manager Wealth Management, your primary goal is to provide superior, 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.ur
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) or ability to obtain designation
- Post Secondary Education
- 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!
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 to providing a great place to work, and we invest in our employees by ensuring they have:
- A supportive and engaging working environment
- Benefits that lead the field
- A total rewards strategy that includes recognition for a job well done
- Learning options that support lifelong learning and career-building opportunities
- Opportunities and support for volunteering in local communities and abroad
- Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees
Here are some of the benefits that our employees love:
- Financial product benefits available immediately
- Group retirement program available after only 3 months
- Employee financial services team available to help you reach your financial goals
- Disability programs
- Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
- Flexible spending account to