Senior Wealth Advisor
Servus Credit Union
- Lethbridge, AB
- $81,644 per year
- Permanent
- Full-time
- Build a financial planning practice with a member-centric focus, leveraging tools including all financial service considerations and build a network of Servus partners
- Monitoring and ensuring personal and corporate goals are met or exceeded, including growth of the book of business, revenue, asset gathering, retention of assets, sales/ renewals of solutions, insurance, member segmentation, and referrals to internal partners
- Establishing and implementing a sales plan that focuses on the retaining/attracting new members with high net worth ($500,000+), developing internal referral sources, centers of influence (COI’s), improving profitability with existing members, developing business from existing members and retention of member
- Financial Planning designation (CFP)
- Canadian Securities Course & CPH
- Conduct and Practices
- Life License
- IIROC license
- Training & Development Opportunities
- Career Advancement Potential
- 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