Financial Advisor
4 weeks ago
Servus Credit Union – 6‑Month Temporary Financial Advisor – Scenic Drive Branch Employment type: Temporary, part-time (minimum 20 hours per week) Posting closes: October 30, 2025 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 (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) Why Servus? Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: 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 #J-18808-Ljbffr
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Financial Advisor
4 days ago
Lethbridge, Canada Royal Bank of Canada Full time**Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...
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Financial Advisor
4 days ago
Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time**Company Overview** 1st Choice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth. The...
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Financial Advisor
2 weeks ago
Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time**Company Overview** 1st Choice Savings is a full-service financial institution and cooperative serving approximately 19,000 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $1 billion, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth. The organization...
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Insurance Advisor
2 weeks ago
Lethbridge, Canada Western Financial Group Full timeTruthfulness | Fairness | Value | Loyalty At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of...
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Insurance Advisor
2 weeks ago
Lethbridge, Canada Western Financial Group Full timeTruthfulness | Fairness | Value | Loyalty At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of...
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Senior Financial Advisor — Holistic Banking
4 weeks ago
Lethbridge, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Lethbridge, Alberta. This role emphasizes building strong customer relationships, developing personalized financial strategies, and achieving sales targets. The bank offers a competitive compensation and benefits package, alongside excellent growth opportunities in an inclusive...
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Senior Financial Advisor — Holistic Banking
3 weeks ago
Lethbridge, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Lethbridge, Alberta. This role emphasizes building strong customer relationships, developing personalized financial strategies, and achieving sales targets. The bank offers a competitive compensation and benefits package, alongside excellent growth opportunities in an inclusive...
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Senior Financial Advisor — Holistic Banking
4 weeks ago
Lethbridge, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Lethbridge, Alberta. This role emphasizes building strong customer relationships, developing personalized financial strategies, and achieving sales targets. The bank offers a competitive compensation and benefits package, alongside excellent growth opportunities in an inclusive...
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Senior Financial Advisor: Build Wealth
4 weeks ago
Lethbridge, Canada Scotiabank Global Site Full timeA leading financial institution in Lethbridge is seeking a Senior Financial Advisor. You will engage with customers to understand their financial goals and provide tailored advice using a holistic approach. Ideal candidates have a proven sales record, relevant licenses, and the ability to build strong relationships. This role features a competitive...
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Financial Advisor- Scenic Drive
6 days ago
Lethbridge, Canada Servus Credit Union Full time**Join Servus Credit Union** - **Canada’s Largest Credit Union!** **We are hiring for a full-time Financial Advisor at our Scenic Drive branch.** **Employment Status: Full-time(37.5 hours per week within hours of operation)** **Posting closes: October 16th, 2025** At **Servus Credit Union**, we do things differently—because we’re a credit union,...
