Build member relationships and deliver customized financial solutions as a Senior Financial Advisor at Servus Credit Union's Legacy Branch in Calgary. This full-time role is on-site.
Reporting to the Branch Manager, you will develop long-term trust with members and support their financial fitness. You will identify suitable products, discuss immediate needs, and maintain knowledge of retail banking and investment services. The position emphasizes sales, referrals, communication, and community relationships.
Key Responsibilities:
- Match members with products supporting their financial fitness
- Meet sales targets and referral goals
- Assist business development and branch marketing campaigns
- Promote referrals to Wealth Management and Business Banking
- Maintain compliance with policies and regulatory requirements
Requirements:
- At least two years of retail banking experience
- High school diploma
- Sales or customer service experience preferred
- Post-secondary Finance education preferred
- Investment Funds in Canada Course and License preferred
Use financial services knowledge, communication, and relationship-building skills to serve members at Servus Credit Union's Legacy Branch.
Senior Financial Advisor Calgary Legacy 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.
