Financial Advisor

3 weeks ago

Calgary, Canada Servus Credit Union Full time

**Posting Closes: February 28, 2023**

We are currently looking for **Financial Advisors **for our newest location opening in March of 2023.

Location: Buffalo Run location Address: #901, 11501 Buffalo Run Boulevard

**Compensation: $50,850 **to** $71,091. (based on experience)**

Servus is growing We are opening our newest branch on the lands of the Tsuut'ina Nation, as part of an ambitious economic development with Taza.

To support this growth, we are looking for a full-time Financial Advisor to join this exciting, new team in Buffalo Run, Alberta. Located about 20 minutes southwest of downtown Calgary, this is a unique opportunity for a purpose-driven individual to be a Servus ambassador and serve a vibrant First Nation community

Reporting to the Branch Manager, your primary objective is to develop long-term relationships with community members, by building trust and delivering customized financial solutions that meet their needs.

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
- Participating and assisting in business development plans through engaging community outreach and other marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Meeting and exceeding sales targets and referral goals
- 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 1-2 years of retail banking or related financial industry experience, preferably in sales, business development, or customer service. Secondary education is also required in this role.

Although not required, the following education/certifications 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)

Lastly, as a gutsy and driven relationship-builder, you will join us with an enthusiastic passion and impeccable communication skills, as you assist in establishing Servus' presence within this dynamic community.

This is a meaningful and impactful role that allows you to make a real difference in the lives of individuals and families, as you provide them with financial guidance they need to achieve their goals

**Benefits**

Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:

- Immediate financial service benefits
- Group RSP programs available after 3 months
- Minimum 3 weeks vacation and vacation purchase program
- Flexible group benefit plan
- Flexible health and/or wellness spending account
- Employee/family assistance program
- Profit Share

**What happens next?**

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