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Job Location | Lethbridge region |
Education | Not Mentioned |
Salary | $81,644 - 81,644 per year |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent |
Posting Closes when we have it filled!Compensation: Base salary of $81,644 just scratches the surface! Our Senior Wealth Advisor compensation program is robust and lucrative!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 #39;s Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.We are looking for an Senior Wealth Advisor in our Lethbridge and Crowsnest Pass market. Reporting to the Regional Manager Wealth Management, your primary goal is to provide superior, personalized, advice-based service to our high net-worth members. To ensure our members achieve their financial goals, you will provide the full financial planning experience, including discovery, analysis, implementation, and ongoing monitoring of financial plans. As an Senior Wealth Advisor, you will uncover the full financial needs of our members and refer them to partners within the fully integrated Servus Network. As a senior member of the wealth team, you #39;ll take an active leadership role with your peers and play a vital role in the growth and success of our organization.More specifically, the scope of your responsibilities will include, but are not limited to: