Wealth Planner – Mid Net Worth, In-Person

Servus Credit Union

Lethbridge

On-site

CAD 65,000 - 100,000

Full time

10 days ago

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Benefits offered by this job

Competitive base + commissions

Profit sharing

Flexible work options

Community-focused culture

Job summary

Servus Credit Union is seeking a Financial Planner to join our Wealth Sales Team across Lethbridge and the Crowsnest Pass. This permanent, full-time in-person role delivers the full financial planning experience to mid net worth members, including discovery, analysis and ongoing monitoring to help members reach financial goals.

The ideal candidate has at least 2 years in financial services with securities and compliance, MFDA license, and Investment Funds in Canada.

Qualifications

Minimum of 2 years’ experience in the financial services industry including securities and compliance.
Thorough knowledge of financial planning, products, policies, procedures and operations.

Responsibilities

Play an active role in supporting the mutual fund sales activities of Licensed Financial Advisors in the branches they support.
Deliver 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) to target market.
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 by: 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 being met/exceeded.
Establish and implement a sales plan that focuses on the retaining/attracting new members with mid net worth developing internal referral sources, centers of influence (COI’s), improving profitability with existing members, developing business from existing members and retention of members.
Build a financial planning practice with a member-centric focus, leveraging tools including all financial service considerations and build a network of Servus partners.