Investment And Planning Consultant

Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022!
What are we doing at Servus?
Driven by cooperative values, one might even say we're member-obsessed – because helping our members feel good about their money through improved financial fitness builds better lives and stronger, more resilient communities.
Propelled by our aspirational values of being smart, gutsy and driven, Servus is growing, enhancing member and employee experience and shifting to a culture where we can easily deliver our best.
What might motivate you to apply?
Earnings: You will enjoy the comfort of a competitive base salary in addition to "unlimited" earning potential of the Investment & Planning Consultant!
Influence: We're looking for top talent for this new to Servus role so if you are considering a change this is your opportunity to influence Servus and our members. You are a natural sales person with a knack for helping people reach financial success.
Investment and Planning Consultant (IPC)
Joining Servus during for this transformation journey is perfect timing for you if you are gutsy, smart, and driven. We are excited to onboard the next generation of visionaries who are passionate about reimagining financial fitness.
As an IPC you have a dynamic presence in multiple retail branches. You are the IPC for our current Financial Advisors and our members. Through Servus's Wealth Management Process you consolidate member assets and increase the wallet share for Servus while ensuring member satisfaction. You are seen as an active leader in the branches by fostering an environment of professional growth and development in a fun, positive and productive way.
More specifically, the scope of your responsibilities includes but are not limited to:

• Provide coaching & mentoring to assist members of the team with skill development
• Identify staff developmental opportunities and provide effective coaching and technical training.
• Uncover the full financial needs of the members, provide solutions and/or refer these to the appropriate Advisor
• Support and/or facilitate the financial planning experience for the members
• Be proactive in pursuing external/internal business opportunities by: 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
• Establish and implement a sales plan that focuses on retaining and attracting new members with mid/high net worth, developing internal referral sources, centers of influence, improving profitability with existing members and developing business from existing members
• 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

Requirements
To qualify, you'll need at least the following:

• MFDA License
• Post-secondary diploma/degree or an equivalent combination of education and experience
• Investment Funds In Canada (IFIC)
• Minimum 5 years of financial advisory sales experience as well as thorough knowledge of financial planning, products, policies, procedures and operations.

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

Here are some of the benefits that our employees love:

• Financial product benefits available immediately
• Employee financial services team available to help you reach your financial goals
• Disability programs
• Incentive pay program
• Employee and family assistance plan
• Flexible spending account to purchase additional health or personal wellness items
• Wellness initiatives
• Group RRSP and Coop Superannuation Pension Plan matched programs
• Recognition for years of service
• Vacation purchase program
• Other leaves including parental, emergency days, and critical care days
• Reward programs
• Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage

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!
Please note that confidential inquiries may be sent to [email protected].
Servus Credit Union is an equal opportunity employer and employs personnel without regard to race, color, 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.
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