Senior Wealth Advisor Associate - Ponoka

Canada’s Largest Credit Union!

We are hiring for a Senior Wealth Advisor Associate for our Servus Wealth Strategies Team in Ponoka, Alberta
.

Posting Closes: Until filled

For Internal Use Only: P2/A

Other: Although hybrid work is an option, candidates must be in and around the Ponoka branch as they will work closely with Advisors in the area specifically. Work at the branch is more frequent than working remote.

At Servus Credit Union
, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits
, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most:
our members, our employees, and our communities
. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community,
we want to meet you
.

The Senior Wealth Advisor Associate plays an integral role in the delivery of superior personalized service to our high‑net‑worth member owners. The primary accountability of the role is to assist the Senior Wealth Advisors with their day‑to‑day administration, sales and service in an efficient and effective manner thereby allowing the Senior Wealth Advisors vital contact time with members.

Assist the Senior Wealth Advisors by supporting the delivery of the full financial planning experience to high‑net‑worth members using the CFP’s six steps of financial planning through an understanding of processes, systems and documentation required. Accurate, timely completion of required documentation including account opening, transfers, trades, tracking and other paperwork with appropriate follow‑up as necessary.

• Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times.
• The licensed Senior Wealth Advisor Associate is able to execute trades in line with risk objectives for members.
• Respond to member complaints within assigned limits, with follow‑up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards and escalating issues when necessary.
• Assist the Senior Wealth Advisors to achieve or exceed assigned sales and referral goals in the following areas:
  Growth of the book of business, Revenue, Asset Gathering, Sales/renewals of solutions to meet member needs, including Servus Term Deposits, Life Insurance, Member Segmentation.
• Refer to internal partners – retail, business banking and other channels as appropriate.
• Participate enthusiastically in assisting in the creation and execution of corporate and branch campaigns, and marketing/business development plans.
• 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 (e.g., Compliance, money laundering, privacy, etc.).

To qualify, you will need at least 2 years’ experience in the wealth industry including securities and compliance.

• Knowledge of Financial Planning, products, policies, procedures and operations

• High School Diploma.
• Finance related post‑secondary is an asset.
• Securities industry training.
• Investment Funds in Canada or Canadian Securities Course and CPH are definite assets.

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member‑owners and…