At a Glance
- Tasks: Build relationships and provide personalized financial solutions to members.
- Company: Join Servus Credit Union, a community-focused financial institution.
- Benefits: Competitive salary, career growth, and a supportive team environment.
- Other info: Dynamic role with opportunities for professional development and community engagement.
- Why this job: Make a real difference in people's financial lives while achieving your career goals.
- Qualifications: 2 years of financial experience; post-secondary education preferred.
The predicted salary is between 62100 - 75900 $ per year.
Take your financial career further with Servus Credit Union as a Financial Advisor at the Seton Branch, Calgary.
This full-time, on-site position emphasizes building relationships and achieving sales targets.
Reporting to the Branch Manager, your main goal will be to develop long-term relationships with members while providing them with personalized financial solutions.
You will actively engage in driving sales and referrals while supporting business development plans tailored to community needs.
Key Responsibilities
- Identify and recommend products that fit member needs
- Consistently meet or exceed financial sales targets
- Engage in business development activities collaboratively
- Communicate effectively with members to understand their requirements
- Follow compliance guidelines to mitigate risks
Requirements
- Minimum 2 years of experience in the financial sector
- High school diploma is required
- Preference for post-secondary education in Finance
- Holding the Investment Funds in Canada Course & License (IFIC) is a plus
- Valid driver's license and reliable vehicle is essential
Utilize your skills to enhance financial fitness for members at Servus Credit Union.
Financial Advisor Opportunity in Calgary employer: Servus Credit Union
Servus Credit Union is an exceptional employer that prioritizes employee engagement and development within a values-driven culture. With the flexibility of a hybrid work model across Calgary, Edmonton, and Red Deer, employees enjoy a supportive environment that fosters growth and recognition, making it a rewarding place to build a meaningful career.
