Financial Advisor Associate

2 weeks ago

Lloydminster, Canada Servus Credit Union Full time

**Posting Closes: May 16, 2024, 4:00 pm (MST)**

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

**Compensation: $49,613 - $62,016 per annum**

Servus is growing We are currently looking for **Financial Advisor Associate to join** our team **Lloydminster Atrium** 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.

As a **Financial Advisor Associate** you are an integral part of the branch team by supporting our members with their banking needs. You prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

More specifically, the scope of your responsibilities will include, but are not limited to:

- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
- Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
- Opening and reviewing new accounts, following up with members as per member service guidelines
- Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
- Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
- With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
- Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base

**Requirements**:
To qualify, you will need at least **1 year of retail banking or sales experience in addition to your high school diploma.**

Although not required, the following education/certificates are valuable assets:

- Post-secondary education in Finance (or related studies)

**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_

indm

  • Financial Advisor

    2 months ago

    Lloydminster, 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...

  • Associate Advisor, Cfs Coordinator

    1 month ago

    Lloydminster, Canada Aviso Wealth Full time

    Credential Financial Strategies Inc. (“CFS”) is a wealth management program that specializes in insurance and other financial products and services. In partnership with **Synergy Credit Union**, CFS presently has an opening for an Associate Advisor/Coordinator. **Job Overview**: **Duties and Responsibilities**: - Meeting with clients to review their...

  • Associate Insurance Advisor

    1 week ago

    Lloydminster, Canada Jason Arden and Associates Ltd. Full time

    **Are you looking for a challenging and rewarding opportunity? We are looking for an enthusiastic and self-motivated individual to join our team!** Discover a better place to grow your career with **Jason Arden and Associates Ltd., Co-operators** Located in Lloydminster, SK, your role as an Associate Insurance Advisor will include the support and...

  • Wireless Sales Associate

    2 weeks ago

    Lloydminster, 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 day ago

    Lloydminster, 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...

  • Senior Retail Sales Associate

    5 days ago

    Lloydminster, Canada Equest Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Senior Sales Associate, which we call a Senior Advisor at Best Buy. As a Senior Sales Associate, you will be the face of Best Buy for everyone who visits our stores. We will equip you with the skills and knowledge to confidently assist our customers.Join us and grow...

  • Senior Retail Sales Associate

    7 days ago

    Lloydminster, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Senior Sales Associate, which we call a Senior Advisor at Best Buy. As a Senior Sales Associate, you will be the face of Best Buy for everyone who visits our stores. We will equip you with the skills and knowledge to confidently assist our customers. Join us and...

  • Asset Protection Associate

    5 days ago

    Lloydminster, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Asset Protection Associate

    5 days ago

    Lloydminster, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Small Business Advisor

    3 weeks ago

    Lloydminster, Canada Scotiabank Full time

    Requisition ID: 197465 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Small Business Advisor

    2 weeks ago

    Lloydminster, Canada Scotiabank Full time

       Requisition ID: 197465Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Small Business Advisor

    3 weeks ago

    Lloydminster, Canada Scotiabank Full time

       Requisition ID: 197465Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Client Advisor

    2 months ago

    Lloydminster, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • General manager

    4 weeks ago

    Lloydminster, Canada Haryanvi Brothers Ltd Full time

    Title:General manager - financial, communications and other business servicesJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$60.10/ Hour, for 40.00 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possible(1 Vacancy)Location:5635, 44th StreetLloydminster, ABT9V 0B2OverviewSupervisionMore than 20...

  • Liquor Store Sales Associate

    2 weeks ago

    Lloydminster, Canada SNDL Full time

    Job Title Liquor Store Sales Associate Job Description Liquor Store Sales Associate About SNDL About ACE Liquor ACE Liquor is a great place to work, with a friendly atmosphere. We provide our customers with vast selection of specialty liquors, beers and wines! Each person at ACE plays an important role in our Company′s success. We promote a team...

  • Sales Associate

    2 months ago

    Lloydminster, Canada Plantlife Cannabis Full time

    **Welcome to Plantlife Cannabis**! We're so excited to lead Canada with one of the fastest-growing Cannabis Retail companies. We currently have 38 retail operations opened and/or in development, and the growth doesn't stop there!! We are currently hiring for Lloydminster! Our plans for vast expansion necessitates a team of all-stars to help us achieve our...

  • Environment & Regulatory Advisor

    2 weeks ago

    Lloydminster, Canada Cenovus Energy Inc. Full time

    Worker Type: EmployeeGroup: Environmental Coordination DepartmentJob Post End Date: 05/18/2024About this opportunity:We are seeking an Environment and Regulatory Advisor to join our Downstream Environmental Operations team at our Lloydminster Asphalt Refinery. Reporting to the Senior Manager Regulatory Compliance, the successful candidate will be tasked with...

  • Environment & Regulatory Advisor

    1 month ago

    Lloydminster, Canada Cenovus Energy Inc. Full time

    Worker Type: EmployeeGroup: Environmental Coordination DepartmentJob Post End Date: 05/18/2024About this opportunity:We are seeking an Environment and Regulatory Advisor to join our Downstream Environmental Operations team at our Lloydminster Asphalt Refinery. Reporting to the Senior Manager Regulatory Compliance, the successful candidate will be tasked with...

  • Customer Experience Associate, Part-time

    2 weeks ago

    Lloydminster, Canada Scotiabank Full time

    Requisition ID: 172034 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Sales Associate Pt

    3 weeks ago

    Lloydminster, Canada Fastenal Canada Full time

    Sales Associate PT 1-5204 63 St, Lloydminster, AB T9V 2E6 ABLLY Public Store Part-time Shift(s): MON TUE WED THU FRI 8:00am - 5:00pm Up to 28 hours/week OVERVIEW: Kickstart your sales career as a Part-time Sales Associate PT, where every interaction becomes an opportunity to shape customer relationships and drive business success. From developing new...