Financial Advisor – Lacombe

Job title:

Monetary Advisor – Lacombe

Firm

Servus Credit score Union

Job description

Job Description:Posting Closes: April 23, 2024 finish of dayEmployment Standing: Full-time (Monday – Saturday department)Compensation: $52,121 – $72,869 every year (commensurate with schooling and/or expertise)We’re presently searching for a full-time Monetary Advisor at our Lacombe department (compensation depending on candidate’s schooling and/or expertise).Servus Credit score Union is Alberta’s largest member-owned credit score union, identified for constructing robust, resilient communities by serving to our members be ok with their cash. One in every of Canada’s Finest Managed Firms for 20 consecutive years and ranked as one of many high banks in Canada on Forbes World’s Finest Banks listing for 2 years in a row, we’re a workforce of sensible, gutsy and pushed people.Reporting to the Assistant Department Supervisor, your major goal is to deliver our noble objective to life by creating long run relationships with members, constructing belief, and delivering personalized monetary options that form their monetary health.Extra particularly, the scope of your obligations will embody, however should not restricted to:

• Figuring out alternatives to match members with the suitable merchandise and options that assist form their monetary health
• Assembly and exceeding gross sales targets and referral objectives
• Taking part and aiding in enterprise improvement plans via company/department advertising campaigns
• Demonstrating wonderful communication expertise and interesting members in conversations to find out their fast wants
• Creating ongoing information of our present funding/retail banking companies and merchandise (e.g., mutual funds, underwriting, credit, loans, funding wants, and many others.)
• Selling referrals to our Wealth Administration, Enterprise Banking groups, and our third occasion suppliers
• Constructing a complete information of the native market, aggressive provides, and financial traits
• Adhering to all audits, insurance policies, procedures, and regulatory necessities to mitigate dangers of fraud or loss
• Offering excellent member expertise by adhering to Servus’ finest practices
• Contributing to Servus’ unparalleled tradition of teamwork, positivity, and collaboration
• Sustaining Servus’ constructive picture in the neighborhood

Necessities:To qualify, you will want not less than 2 years of retail banking or associated monetary business expertise, ideally in gross sales or customer support and a highschool diploma.Though not required, the next schooling/certificates are worthwhile property:

• Put up-secondary schooling in Finance (or associated research)
• Funding Funds in Canada Course & License (IFIC)
• Private Monetary Service Recommendation (PFSA)
• Monetary Planning I (FP1)

Most significantly, we’re searching for candidates whose private values align with our cooperative values. These values are evident in all the things we do on a regular basis. We’re not afraid to be completely different from our opponents and in reality we embrace these variations. We have fun our credit score union tradition and historical past, and we satisfaction ourselves on our robust dedication to our member-owners and to the communities we serve.Advantages:Working for Servus has excellent advantages. Along with normal advantages like well being and wellness, trip and retirement financial savings packages, we additionally present different vital advantages reminiscent of:

• Coaching & Growth Alternatives
• Profession Development Potential
• Versatile work choices
• Aggressive Compensation together with performance-based incentive pay
• Significant work in direction of particular person and company objectives
• Alternatives to get entangled and provides again via an worker volunteer program

For details about these advantages and extra,At Servus, our workers are additionally members. This implies you may have all the advantages of being a member of the credit score union together with revenue sharing, voting for the board of administrators, and all the companies we offer … with a number of extra perks!What occurs subsequent?Solely these candidates chosen for an interview shall be contacted. Do you have to require any lodging through the hiring course of, please advise us at the moment.Uncover a way of belonging amongst a workforce of distinctive, genuine people working collectively to reimagine monetary health. We worth and have fun the richness that various backgrounds and experiences deliver to our group. Your expertise, ardour, and curiosity could discover a sense of belonging at Servus, so even for those who do not verify each field we encourage you to use!#indm

Anticipated wage

$52121 – 72869 per yr

Location

Lacombe, AB

Job date

Thu, 11 Apr 2024 04:02:33 GMT

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