Mobile Financial Advisor

1 week ago

Red Deer, Canada Servus Credit Union Full time

**Posting Closes: May 1, 4:00 pm (MST)**

**Employment Status**:Full-time, 37.5 hours per week

**Compensation**:$52,121 to $72,869 per annum

**Requirement to travel to the following locations**:Bashaw, Alix, Delburne, Elnora, Three Hills, Blackfalds, North Hill, Taylor Plaza, Clearview, Parkland Square, Deer Park, and South Hill

**Servus is growing We are currently looking for Mobile Financial Advisors to join our team.

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.

As a Mobile Financial Advisor 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
- Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base
- 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_

indh

  • Mobile Financial Advisor Associate

    1 week ago

    Red Deer, Canada Servus Credit Union Full time

    **Posting Closes: May 1, 4:00 pm (MST)** **Employment Status: Full-time - 37.5 hours per week (extended hours; Monday - Saturday branches)** **Compensation: $49,613 - $62,016 per annum** **Requirement to travel to the following locations: Bashaw, Alix, Delburne, Elnora, Three Hills, Blackfalds, North Hill, Taylor Plaza, Clearview, Parkland Square, Deer...

  • Financial Advisor

    7 days ago

    Red Deer, Alberta, 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 and our...

  • Financial Advisor

    3 weeks ago

    Red Deer, 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 Insurance Advisor

    2 months ago

    Red Deer, Canada Serenia Life Financial Full time

    Location: Alberta Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

  • Financial Advisor

    4 weeks ago

    Red Deer, Canada Scotiabank Full time

    Requisition ID: 170512 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    7 days ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Employment Status:Full-timeSalary Range:$50,850 to $71,091 (dependent on experience level)Servus is growing We are currently looking for a Financial Advisor for our South Hill branch.Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and...

  • Business Advisor, Red Deer

    5 days ago

    Red Deer, 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 weeks ago

    Red Deer, Canada Servus Credit Union Full time

    **Are you smart, gutsy, and driven? Are you passionate about helping people "re-imagine their financial fitness"?** **This could be the opportunity you have been looking for!** Servus is growing! We are currently looking for a **Financial Advisor Associate** for our **South Hill** branch who is committed to working hard and serious about finding the right...

  • Associate Insurance Advisor

    2 months ago

    Red Deer, Canada Co-operators | Swift Insurance & Financial Solutions Inc. Full time

    **Investing in your future. Together.** Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization. Christine Swift, an exclusive advisor of Co-operators, a leading...

  • Associate Insurance Advisor

    7 hours ago

    Red Deer, Canada Co-operators | Swift Insurance & Financial Solutions Inc. Full time

    **Investing in your future. Together.** Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization. Christine Swift, an exclusive advisor of Co-operators, a leading...

  • Wireless Sales Associate

    3 weeks ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** **What is The Mobile Shop?** Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to...

  • Wireless Sales Associate

    1 week ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** **What is The Mobile Shop?** Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to...

  • Wireless Store Manager

    2 weeks ago

    Red Deer, Canada The Mobile Shop Full time

    **Join Our Team as a Wireless Store Manager at The Mobile Shop!** **About The Mobile Shop**: At The Mobile Shop, we're dedicated to connecting Canadians with the latest and most innovative mobile devices and rate plans available in the market. We take pride in our dynamic team of Mobilists (Wireless Store Managers and Wireless Sales Representatives) who...

  • Wireless Sales Representative

    4 weeks ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Wireless Sales Representative** **What is The Mobile Shop?** Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Wireless Sales Representative are our front-line advisors that use their...

  • Wireless Sales Associate

    4 weeks ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to provide...

  • Outbound Sales Representative

    2 weeks ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Outbound Sales Representative** **What is The Mobile Shop?** Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Outbound Sales Representatives are our front-line advisors that use their...

  • Wireless Sales Associate

    2 weeks ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to provide...

  • Wireless Sales Associate

    1 week ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to provide...

  • Wireless Sales Representative

    6 days ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Wireless Sales Representative** **What is The Mobile Shop?** Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Wireless Sales Representative are our front-line advisors that use their...

  • Wireless Sales Representative

    1 day ago

    Red Deer, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Wireless Sales Representative** **What is The Mobile Shop?** Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Wireless Sales Representative are our front-line advisors that use their...