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Servus Credit Union

Investment Specialist

Canada-Alberta-Lloydminster

2695-1509094

Company Information

Servus isn't like any other financial institution. 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.

When you work with Servus, you're not working for a bank. You're working with a member-owned financial co-operative. In fact, every employee is a member. That means you're a co-owner of the credit union who has a say in how your credit union is run and a stake in our success.


Job Description

The Investment Specialist is a key member of a dynamic professional wealth team, and plays an integral role in the delivery of superior personalized advice based service to our mid net worth member owners.

The primary accountability of the role is to provide the full financial planning experience to mid net worth members ($50,000 - $250,000 investable assets), by completing discovery, analysis, implementation and ongoing monitoring to ensure members achieve their financial goals, and in doing so they deliver a superior member experience. 

They also play a key role in the delivery of wealth services to our entire membership by being part of a team that encompasses our membership base. They fulfill that role by uncovering the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Investment Advisor, Wealth Specialist or other partners within the fully integrated Servus network. 

They foster an environment where employees on the team benefit from professional growth and development by taking an active role. They possess effective business habits and are accountable for the meeting/exceeding both of personal and corporate goals including the retention and acquisition of new members.  

They play an active role in supporting the mutual fund sales activities of Licensed Financial Advisors in the branches they support. They will live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote Servus Credit Union as a good corporate citizen. They represent Servus in the communities in which they work and live.

As an employee of our Credit Union they play a vital role in the growth and profitability of our organization; and enhance the financial well-being of our members by offering objective advice, competitive product and services and the retention and engagement of our employees.

 

Licenses/Certificates: 

 

  • Financial Planning designation (CFP)

  • Investment Funds in Canada  

  • MFDA license 

 

Closing date: May 5, 2017. We thank all applicants for their interest. Only those considered for the position will be contacted.

 


Contact Information

Servus Credit Union
Sandi Unruh
sandi.unruh@servus.ca
https://www.servus.ca
Posting Date: 28-Apr-2017Financial Advisors Permanent, Full-Time Open 1 ASAP
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