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Senior Wealth Advisor Associate - Jobs in Calgary Alberta

Servus Credit Union
Job LocationCalgary Alberta
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull time

Job Description

Posting closes: February 13th, 4:00 pm/mstPlease note: Full Time, interested candidates must have the willingness to work in person at a location to be determined in the City of Calgary. Servus Credit Union is Alberta #39;s largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada #39;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 Senior Wealth Advisor Associate for our Calgary region. As a Senior Wealth Advisor Associate your primary objective is to support our Senior Wealth Advisor as they work with high-net-worth members and/or business owners. You strive for excellence in communication and organization as you play a vital role in enhancing the member experience, and the growth and profitability of our credit union. You ensure our Senior Wealth Advisor have the proper documentation required and it is completed correctly so that our members get the support they need to Reimagine Financial Fitness.More specifically, the scope of your responsibilities will include, but are not limited to:

  • Timely completion of required documentation including account opening, transfers, trades, tracking and other paperwork with appropriate follow up as necessary.
  • Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent, and courteous service at all times.
  • Set up appointments for Senior Wealth Advisor for client meetings and call to confirm next day’s appointments.
  • Participate enthusiastically in and assist in the creation and execution of corporate and branch campaigns, and marketing/business development plans.
  • 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 (i.e. Compliance, money laundering, privacy, etc.).
  • Ensure necessary due diligence is taken to support the accuracy of all member transact
RequirementsTo qualify, you will need at least 4 years #39; experience within the financial industry and at minimum your high school diploma.Although not required, the following education/certificates are valuable assets:
  • Finance related post-secondary education
  • Canadian Securities currently in progress or completed.
Most importantly, we #39;re looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We #39;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. BenefitsWorking 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:
  • Trainingamp; 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
For information about these benefits and more, click here. At Servus, our employees are also members. This means you #39;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 nextOnly 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!

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