Financial Advisor

Join Servus Credit Union - Canada’s Largest Credit Union We are hiring for a full-time Financial Advisor at our Okotoks branch Employment Status: Full-time, 37.5 hours per week Posting closes: November 9, 2025 At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters. We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money. We’re looking for passionate, values‑driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you. Join Servus and discover a better way to work. Reporting to the Assistant Branch Manager, your primary objective is to develop long‑term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money. What You’ll Be Doing Identifying opportunities to match members with the right products and solutions that help shape their financial fitness Meeting and exceeding sales targets and referral goals Participating and assisting in business development plans through corporate/branch marketing campaigns Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.) Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers Building a comprehensive knowledge of the local market, competitive offers, and economic trends Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss Providing outstanding member experience by adhering to Servus’ best practices Contributing to Servus’ unparalleled culture of teamwork, positivity, and collaboration Maintaining Servus’ positive image in the community What You Bring To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma. Education/Certificates Post‑secondary education in Finance (or related studies) Investment Funds in Canada Course & License (IFIC) Personal Financial Service Advice (PFSA) Financial Planning I (FP1) Why Servus? Most importantly, we’re looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member‑owners and to the communities we serve. Benefits Competitive compensation including performance‑based incentive pay and profit share Training & Development Opportunities Career Advancement Potential Flexible work options Meaningful work towards individual and corporate goals Opportunities to get involved and give back through an employee volunteer program What happens next? We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply Qualified applicants are invited to apply online. We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. #J-18808-Ljbffr