Servus Credit Union Hiring for Financial Planner – Crowsnest Pass Full Time

Did you know that Servus Credit Union is Alberta’s largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? We’re excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry!

Do you thrive in a fast-paced environment building connections and centers of influence? Keep reading to see why we think this is the job for you!

We’re looking for a Financial Planner in our Crowsnest Pass Branch location!

Compensation: Competitive base salary + lucrative Financial Planner compensation plan.

ing to the Regional Manager Wealth, the Financial Planner develops strong community connections and focuses their energy on activities that will support our ongoing efforts of growing relationships as Servus expands into new communities. They are actively involved in various business networks in and around Airdrie generating new business through financial fitness conversations. Our Financial Planners get to know our members and gather information related to their goals. Because there is no current book of business in the Airdrie market, the New Market Financial Planner is comfortable with business development, has an entrepreneurial spirit and is confident building their own book. Through financial analysis they develop a financial plan that supports members through to retirement. Because they have their mutual funds license, they can offer our members a variety of products that suit their needs. Building relationships and communication is one of their strengths because they have a genuine desire to help people reach their investment goals. With a genuine desire to build relationships and help our members find investment products to meet their needs, you play an integral role in shaping member’s financial fitness.

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

• Delivering 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)
• 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 including 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 met or exceeded
• On behalf of Wealth, actively participate and demonstrate leadership in the branch, market and community – always with a member-centric focus – doing what’s right for the member.
• 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 member

Requirements

To qualify, you will need at least 2 years’ experience within the financial industry as well as thorough knowledge of financial planning, products, policies, procedures and operations.

The following education/certificates are also required:

Responsible Investment Specialist (RIS) designation

Financial Planning designation (CFP)

Investment Funds in Canada

MFDA license Most importantly, we are looking for candidates who have impeccable communication skills and are effortless in building rapport with our members.

If you are a passionate and driven person looking for long-term career growth, then we encourage you to apply!

Please note: Submission of 30/60/90-day business development activity plan required upon application.

Most importantly, we’re looking for candidates who align with our values. We live our values in how we do business. We’re not afraid to be different – in fact, we embrace our differences. We have a spirit that motivates us to give our best service to members every day. It’s our values that attract many people to Servus – and keep them with us. We embrace our culture and heritage, and we pride ourselves on our strong commitment to the communities we serve and our efforts to build and maintain member loyalty. If this sounds like you, then we encourage you to apply!

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Benefits

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:

• A supportive and engaging working environment
• Benefits that lead the field
• A total rewards strategy that includes recognition for a job well done
• Learning options that support lifelong learning and career-building opportunities
• Opportunities and support for volunteering in local communities and abroad
• Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees

Here are some of the benefits that our employees love:

• Financial product benefits available immediately
• Group retirement program available after only 3 months
• Employee financial services team available to help you reach your financial goals
• Disability programs
• Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
• Flexible spending account to purchase additional health or personal wellness items
• Wellness initiatives
• Employee and family assistance plan
• Minimum 3 weeks’ vacation and vacation purchase program
• Other leaves including parental, emergency days, and critical care days
• Reward programs
• Incentive pay program
• Recognition for years of service

As 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!

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate about making an impact, apply now!

Next Steps

Click on the link below to apply for this amazing opportunity. If you’re shortlisted, you’ll hear from us after the posting closes. Should you require an accommodation during the application and selection process, send us a quick email at [email protected] with the position and location you’re interested in. Thanks for applying with Servus Credit Union; we look forward to learning about you and your experience!

Servus Credit Union is an equal opportunity employer and employs personnel without regard to race, colour, ancestry, place of origin, religious beliefs, gender, gender identity, gender expression, age, physical disability, mental disability, marital status, family status, source of income, and sexual orientation.