Posting closes: February 13th, 4:00 pm/mst

Please note: Full Time, interested candidates must have the willingness to work in person at a location to be determined in the City of Calgary.

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World’s Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.  

We are currently looking for a Senior Wealth Advisor Associate for our Calgary region.

As a Senior Wealth Advisor Associate your primary objective is to support our Senior Wealth Advisor as they work with high-net-worth members and/or business owners. You strive for excellence in communication and organization as you play a vital role in enhancing the member experience, and the growth and profitability of our credit union. You ensure our Senior Wealth Advisor have the proper documentation required and it is completed correctly so that our members get the support they need to Reimagine Financial Fitness.

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

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. Set up appointments for Senior Wealth Advisor for client meetings and call to confirm next day’s appointments. Participate enthusiastically in and assist 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 (i.e. Compliance, money laundering, privacy, etc.). Ensure necessary due diligence is taken to support the accuracy of all member transact