Financial Advisor I/ii
2 months ago
**Posting Closes**:November 13, 2024
**Employment Status**:Permanent Full-time (37.5 hours per week)
**Compensation**: $52,121 to $72,869 per annum base salary (based on experience)
**Additional Information**: This branch is open Monday - Saturday with extended hours Thursday and Friday.
Servus is growing We are currently looking for an experienced **Financial Advisor **at our **Capilano branch.**
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
Reporting to the **Assistant** **Branch Manager** your primary goal 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.
More specifically, the scope of your responsibilities will include, but are not limited to:
- 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 finding out 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
**Requirements**:
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**
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:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performance-based incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more, click here.
At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we providewith a few additional perks
**What happens next?**
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.
- Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply_
-
Financial Advisor
21 hours ago
Edmonton, Canada Servus Credit Union Full time**Employment Status**:Full Time (37.5 hours per week) **Compensation**:$ 48,429.00 - $ 68,357.00 per annum (Financial Advisor I / Financial Advisor II) **Additional Information**:This is a Monday to Saturday branch. This is a community branch and will operate out of both the Manning branch, and the Palisades branch Servus is growing! We are currently...
-
Financial Advisor Associate
6 months ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Financial Advisor Associate
3 months ago
Edmonton, Canada ATB Financial Full timeAt ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...
-
Financial Advisor Associate
7 months ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Financial Advisor Associate
6 days ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Financial Advisor
7 months ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Financial Advisor
4 months ago
Edmonton, Canada Royal Bank of Canada Full time**Job Summary** **Financial Advisor - ** 2 positions available within the Magrath Community** **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,...
-
Financial Advisor
4 months ago
Edmonton, 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...
-
Financial Advisor
4 weeks ago
Edmonton, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionFinancial Advisor - WindermereWhat 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 your clients with proactive, professional advice and collaborate with RBC partners to...
-
Financial Advisor
4 weeks ago
Edmonton, Canada Royal Bank of Canada Full time**Job Summary** **Financial Advisor - Windermere** **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 your clients with proactive, professional advice and collaborate with RBC partners...
-
Personal Banking Specialist I
6 days ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Personal Banking Specialist I
3 days ago
Edmonton, Canada ATB Financial Full time**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Financial Advisor I- Millwoods
2 months ago
Edmonton, Canada Servus Credit Union Full time**Posting Closes**:November 7, 2024 **Employment Status**:Permanent Full-time (37.5 hours per week) **Compensation**: $52,121 to $65,152 per annum base salary (based on experience) **Additional Information**: This branch is open Monday - Saturday with extended hours Thursday and Friday. Servus is growing! We are currently looking for an experienced...
-
Professional Financial Services Advisor
4 days ago
Edmonton, Canada Sun Life Financial Full timeAre you passionate about helping individuals and families achieve their financial goals?Sun Life Financial is seeking a motivated and results-driven Financial Advisor to join our team.As a Sun Life Financial Advisor, you will have the opportunity to build long-term relationships with clients and help them plan for the various stages of life. You will make an...
-
Financial Advisor
2 days ago
Edmonton, Canada Whitehill Financial Group Inc Full time**What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individual to join our team at Whitehill Financial as a Financial Advisor. Alongside your own prospecting and networking activity, you are fully supported by internal partners who will help to deepen your client relationships through effective opportunity...
-
Financial Advisor
7 months ago
Edmonton, Canada IFSG- Integrum Financial Solutions Group Full time**~Please read the entire posting before you apply~** **Company description** We aspire to become the financial services agency of choice for individuals, families, professionals, and small and medium-sized businesses in Alberta and beyond. We believe we can achieve this by putting our clients first, providing superior training to our independent Financial...
-
Financial Advisor
7 months ago
Edmonton, Canada IFSG- Integrum Financial Solutions Group Full time**~Please read the entire posting before you apply~** **Company description** We aspire to become the financial services agency of choice for individuals, families, professionals, and small and medium-sized businesses in Alberta and beyond. We believe we can achieve this by putting our clients first, providing superior training to our independent Financial...
-
Financial Advisor Assistant
2 months ago
Edmonton, Canada Griffin Financial Services Inc. Full time**Job Title: Financial Advisor Assistant at Griffin Financial Services Inc.** **, Permanent, Location: South Edmonton** The Bert Griffin Team is an independent financial planning office operating across Canada since 1994. Our goal is to provide Wealth Management Solutions to help our clients grow, preserve and protect their assets to build long-term...
-
Mobile Support
4 days ago
Edmonton, Canada Servus Credit Union Full time**Posting Closes**:Until filled **Employment Status**:Permanent Full Time (37.5 hours per week) **Compensation**:$48,429.00 - $60,536.00 per annum **Additional Information**:Our roving Financial Advisors get the opportunity to travel to branches across the province that need extra support for short periods of time. Servus is growing! We are currently...
-
Senior Financial Advisor for Business Growth
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the Role:As a Senior Financial Advisor with Arrow Financial Business, you will play a key role in helping our customers achieve their financial goals. This exciting opportunity is based in Edmonton, Alberta, and offers a unique chance to work with a leading bank in the Americas.Key Responsibilities:Building comprehensive financial plans for our...