At a Glance
- Tasks: Build trusted relationships and provide tailored 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: Opportunity to learn about investments and lending in a dynamic setting.
- Why this job: Make a real difference in members' financial lives while developing your skills.
- Qualifications: Retail banking experience and strong communication skills are essential.
The predicted salary is between 45000 - 55000 $ per year.
Build trusted member relationships as a full time Financial Advisor with Servus Credit Union in Fort Saskatchewan. Apply financial solutions through communication and sales.
Reporting to the Branch Manager, this Financial Advisor develops long term relationships and customized solutions supporting members' financial fitness.
The position requires retail banking or related financial industry experience, preferably in sales or customer service.
You will also develop knowledge of investments, lending, and retail banking services.
Key Responsibilities
- Identify products and solutions matching members' financial needs
- Meet sales targets and referral goals
- Engage members to determine immediate needs
- Promote referrals to Wealth Management and Business Banking
- Follow policies, audits, and regulatory requirements
Requirements
- At least two years of retail banking experience
- Related financial industry experience may qualify
- High school diploma required
- Secured Lending experience considered an asset
- Investment Funds in Canada Course and License valuable
Bring financial industry experience, member communication, and solution-focused sales to Servus Credit Union's Fort Saskatchewan branch.
Financial Advisor 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.
