At a Glance
- Tasks: Help members with their financial needs and recommend tailored banking solutions.
- Company: Join Servus Credit Union, a trusted name in retail banking.
- Benefits: Full-time position with competitive pay and opportunities for growth.
- Other info: Dynamic team environment with a focus on member satisfaction.
- Why this job: Make a real difference in people's lives while building your finance career.
- Qualifications: Experience in finance or sales, plus a passion for helping others.
The predicted salary is between 54000 - 66000 $ per year.
Apply retail banking and sales expertise as a Financial Advisor at Servus Credit Union's Legacy Branch in Calgary. This full-time position is on-site.
You will report to the Branch Manager while developing trusted, long-term member relationships.
Your work will connect members with customized solutions, including loans, credits, mutual funds, and other retail banking services.
Strong communication, referrals, market knowledge, and regulatory awareness are central to this position.
Key Responsibilities
- Engage members to understand their immediate financial needs
- Recommend appropriate banking and investment products
- Exceed sales and referral expectations
- Develop knowledge of market trends and competitive offers
- Deliver outstanding member experiences through Servus best practices
Requirements
- At least two years of related financial industry experience
- High school diploma
- Customer service or sales background preferred
- Finance-related post-secondary education preferred
- Investment Funds in Canada Course and License preferred
Bring retail banking, sales, and member communication experience to the Financial Advisor team at Servus Credit Union's Legacy Branch.
Retail Banking Financial Advisor – Calgary in Ottawa 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.
