Financial Advisor/ Senior Financial Advisor

Financial Advisor / Senior Financial Advisor – McKenzie Towne Branch Servus Credit Union Posting Closes: December 19th, 2025 4:00 pm At Servus, 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. Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long‑term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness. 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 third‑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. Although not required, the following education/certificates are valuable assets Post‑secondary education in Finance (or related studies) Investment Funds in Canada Course & License (IFIC) Personal Financial Service Advice (PFSA) Financial Planning I (FP1) Benefits Competitive compensation including performance‑based incentive pay and profit share Training & Development Opportunities Career Advancement Potential Flexible work options Meaningful work toward 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 Employment Eligibility for external candidates: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr