logistics planner

IMA INTERIOR SYSTEMS INC.; Edmonton; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Financial Planner Associate to join their dynamic Wealth Management team. This role is pivotal in delivering personalized financial services to members, supporting the Senior Wealth Advisor with financial planning and enhancing member experiences. The ideal candidate will possess strong communication and organizational skills, along with a foundational understanding of financial products. This is an exciting opportunity to contribute to a cooperative that values community and personal growth while enjoying competitive compensation and flexible work options.

Benefits

Flexible work options

Competitive Compensation

Performance-based incentive pay

Employee volunteer program

Qualifications

• Must have knowledge of financial planning and investment industry.
• Strong communication and organizational skills are essential.

Responsibilities

• Assist Senior Wealth Advisor with financial planning and member service.
• Respond to inquiries with professional and courteous service.
• Support the Wealth Management Process and team collaboration.

Skills

Communication Skills

Organizational Skills

Financial Planning Knowledge

Customer Service

Education

Canadian Securities Course

Job description

Posting closes: March 14th, 4:00 pm / mst

Please note: Full Time, interested candidates must have the willingness to work in person at a location to be determined in the City of Edmonton.

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 are currently looking for a Financial Planner Associate for our Edmonton region.

The Financial Planner Associate is a member of the dynamic Wealth Management team. They play an integral role in the delivery of superior personalized service to our valued member owners. The primary accountability of this role is to assist the Senior Wealth Advisor with member service, wealth planning, and financial plans.

The Financial Planner Associate maintains a high level of knowledge relating to our products and services, sales processes, and compliance. As a Financial Planner Associate, you strive for excellence in communication and organization. The Financial Planner Associate plays a vital role in making Servus easy to do business with, enhancing the member experience, and the growth and profitability of our credit union.

More specifically, the scope of your responsibilities will include, but are not limited to:

Member Focus

• Assist the Senior Wealth Advisor by supporting the delivery of the full financial planning experience to our wealth members.
• Respond to all members, team, and partner inquiries promptly and proactively providing professional, friendly, competent, and courteous service at all times.
• Complete appointment confirmations as well as meeting preparation.
• 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 as applicable.

Provide Financial Planning and Practice Management Support

• Know the steps and requirements of each step in the Wealth Management Process.
• Support each step of the Wealth Management Process by assisting with meeting preparation, financial plan creation, and implementation support.

Working in Teams

• Provide support to Senior Wealth Advisor and Wealth Management Support Services team.
• Participate actively in wealth/work unit and credit union meetings.
• Contribute positively by fostering good morale and a cohesive working environment that is fun, positive, and productive.

Requirements

To qualify, you will need the following licenses/certificates:

• Canadian Securities Course

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do every day. We're 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.

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:

• 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!