Financial Services Assistant

6 days ago


Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

**Career Opportunity**
- **The Position - Financial Service Associate **_

**The Purpose of the Position**:
To assist our client members with their financial transactions and to enrich their financial well-being. This position is an integral part of the team because it will have the most exposure to forming the best first impression and is the crucial segue to ensuring that we are taking every opportunity to service our member with a “full financial advice” approach.
- You will be part of a team where the culture of member service delivery is first and foremost.
- You will have the opportunity to utilize and/or grow your skill sets by assisting with the full balanced approach to financial advising.
- You will have the opportunity to be a leader in your market by establishing, managing, and maintaining awareness of 1st Choice Savings and Credit Union and cultivating relationships through local events, network groups and center of influences.

**Key Accountabilities**:

- You will be the first point in contact to help members with their financial transactions while proactively connecting with the members to identify any current and/or potential future needs while ensuring that they will be connected with the appropriate individuals to fulfill those needs.
- You would participate in the overall processes and daily activities of the branch to ensure that the “member centric” environment is sustained.
- You would be part of an exciting environment where learning and growing is proactively requested and encouraged.
- You will assist in the achievement of the team sales and objectives through the achievement of your individual targets while maintaining a high standard of operational effectiveness, superior member experience and optimal sales performance.
- You would establish, manage, and maintain awareness of the credit union in your local market and within networking groups.

**Skills and Qualifications**:

- Strong interpersonal skills to be able to influence and promote the credit union vision.
- Have a strong desire and personal ethics towards obtaining top results and to achieve a high standard of excellence.
- Have a strong passion to be a team player where you would be flexible, cooperative and can demonstrate the desire to work within a team environment.
- You have the willingness to learn and are committed to self-improvement.
- Minimum 1 year of customer service experience.
- Strong attention to detail and accuracy.
- Understands financial concepts and has digital acumen.
- Post-secondary education in related industry or financial services experience.

**For further information or to submit a resume, please contact**:
Lily Harms

Associate People Development

(403) 382-2941

**Job Types**: Full-time, Part-time

Pay: From $20.00 per hour

**Experience**:

- Customer service: 1 year (required)

Work Location: In person



  • Lethbridge, Alberta, Canada BMO Financial Full time

    About the JobWe are seeking a highly skilled Financial Services Professional to join our team at BMO Financial Group. In this role, you will be responsible for developing and executing effective marketing and sales programs to drive business results.Main Responsibilities:Develop and execute effective marketing and sales programs to drive business...


  • Lethbridge, Alberta, Canada Fairstone Financial Inc. Full time

    Job DescriptionFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. As a Lending Solutions Advisor, you will play a key role in helping individuals and businesses meet their financial needs through flexible and accessible lending options.Your Key...


  • Lethbridge, Alberta, Canada Fairstone Financial Inc. Full time

    Our MissionWe help Canadians meet their financial needs through flexible and accessible lending options. Our culture is built on strong values and leadership principles that define the expectations we have for working together and with our customers.

  • Financial Advisor

    4 days ago


    Lethbridge, Alberta, Canada BMO Financial Full time

    BMO Financial Group is a leading bank with a rich history of delivering exceptional customer service and innovative financial solutions. As a Mortgage Specialist, you will play a key role in helping our customers achieve their dream of home ownership.Key Responsibilities:Cultivate strong relationships with referral networks to generate new mortgage...


  • Lethbridge, Alberta, Canada Fairstone Financial Inc. Full time

    Company OverviewFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our mission is to deliver the best borrowing experience to our customers, helping them meet their financial needs through flexible and accessible lending options.Job DescriptionWe are seeking a...


  • Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    **Company Overview:**1st Choice Savings and Credit Union Ltd. is a full-service financial institution serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, the organization is financially strong with a promising potential for growth.The corporate purpose and...


  • Lethbridge, Alberta, Canada Atria Senior Living, Inc. Full time

    Business Office Administrator Job DescriptionThe Business Office Administrator is responsible for managing the financial aspects of our community. This includes overseeing accounting functions, managing resident data, and coordinating human resources activities.This individual will work closely with the Executive Director and Regional Support staff to ensure...


  • Lethbridge, Alberta, Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we are committed to creating and maintaining an inclusive and accessible environment for everyone. As a leading bank in the Americas, we help our customers, their families, and their communities achieve success through a range of advice, products, and services.Job OverviewThis role is ideal for individuals who are passionate...


  • Lethbridge, Canada Cash Money Full time

    If you are looking for more than a job, join Cash Money to start your career! Come and work for an organization that offers quality consumer financial products; that is focused on Customer Service; and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class customer...


  • Lethbridge, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    6 days ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **Company Overview** 1stChoice 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, 1stChoice Savings is a financially strong Credit Union with a promising potential for growth. The organization...

  • Financial Advisor

    3 days ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **Company Overview** 1st Choice Savings and Credit Union Ltd is a full service financial institution and cooperative serving approximately 17,000 members across a network of 6 branch locations in Southern Alberta. With assets under administration of $650 million, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth....

  • Financial Advisor

    3 weeks ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job description 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...

  • Financial Advisor

    3 weeks ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job description 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...

  • Financial Advisor

    3 weeks ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job description 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....

  • Financial Advisor

    1 week ago


    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job descriptionCompany Overview1st 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...

  • Financial Advisor

    2 weeks ago


    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job description 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....

  • Financial Advisor

    2 weeks ago


    lethbridge, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job descriptionCompany Overview1st 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...

  • Financial Advisor

    7 days ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job description 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...

  • Financial Advisor

    3 weeks ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job description 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....