Job details
| Location: | Lloydminster, Alberta |
| Posting Date: | February 20, 2014 |
| Closing Date: | March 7, 2014 |
| Web Site: | www.servuscu.ca |
| Employment Type: | Full-time / Permanent |
Closing Date: March 7, 2014
Location: Calgary, Alberta
- Are you an experienced advisor who is passionate about wealth management?
- Are you a great communicator who enjoys building relationships?
- We offer top quartile brokerage compensation and unlimited referrals through our branch network.
As an Investment Specialist with Servus Credit Union, the primary responsibility of the role is to provide the full financial planning experience to mid net worth members ($25,000 - $150,000 investable assets), by completing discovery, analysis, implementation and ongoing monitoring to ensure members achieve their financial goals, and in doing so they delivery a superior member experience, with a focus on retirement planning.
You play an integral role in providing superior personalized advice to high net worth member-owners. You have a strong desire to learn, a keen understanding of the sales process, and you provide top quality products to ensure your client’s reach their financial goals.
Principal Duties:
They also play a key role in the delivery of wealth services to our entire membership by being part of a team that encompasses our membership base. They fulfill that role by uncovering the full financial needs of our members and referring those members to the licensed FA, IA/Planner or other partners within the fully integrated Servus network.
They foster an environment where employees on the team benefit from professional growth and development by taking an active role. They possess effective business habits and are responsible for the meeting/exceeding both of personal and corporate goals including the retention and acquisition of new members.
They will live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote Servus Credit Union as a good corporate citizen. They represent Servus in the communities in which they work and live.
As an employee of our Credit Union they play a vital role in the growth and profitability of our organization; and enhance the financial well being of our members by offering objective advice, competitive product and services and the retention and engagement of our employees’ relationships.
Qualifications
- Financial Planning designation (CFP/PFP)
- Investment Funds in Canada
- MFDA license
- Post secondary diploma/degree or an equivalent combination of education and experience.
- Minimum of 2 years experience in the financial services industry including securities and compliance
- Thorough knowledge of financial planning, products, policies, procedures and operations
We thank all applicants for their interest in Servus Credit Union.
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