Financial Advisor

4 weeks ago

Edmonton, Canada Servus Credit Union Full time

**Employment Status: Full Time Permanent**

**# Of Positions: 1**

**Compensation **$48,429.00 - $68,357.00 Per Annum

**Additional Information: The Beverly branch operates Tuesday to Saturday.**

Servus is growing We are currently looking for a **Financial Advisor **at our **Beverly** branch**.**

Reporting to the 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. 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
- 3-week 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?

  • Financial Advisor Associate

    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

    5 days ago

    Edmonton, Canada QUALITY WEALTH & FINANCIAL SOLUTIONS LTD Full time

    **Financial Advisor** QUALITY WEALTH & FINANCIAL SOLUTIONS LTD is a full service financial planning firm that provides personalized investment and financial planning services to individuals and small businesses. We are looking for an experienced Financial Advisor to join our team and provide our clients with the best possible advice. If you are looking to...

  • 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 Associate

    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 Associate

    7 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 and...

  • Financial Advisor Associate

    7 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 and...

  • Financial Advisor Associate

    7 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 and...

  • Financial Advisor Associate

    1 week 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 and...

  • Financial Advisor

    4 weeks 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

    3 days ago

    Edmonton, Canada NORQUEST COLLEGE Full time

    **Job Description**: **FINANCIAL ADVISOR** **OFFICE OF THE REGISTRAR** Reporting to the Team Lead Student Financial Aid, the Financial Advisor provides guidance, information, and options to help students make informed decisions on funding their education, keeping up to date on current internal and external funding options, processes, and policies to...

  • Financial Advisor

    3 weeks ago

    Edmonton, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION 360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program...

  • Financial Advisor

    1 month ago

    Edmonton, 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...

  • Wealth Advisor

    3 days ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

  • Financial Advisor

    2 days ago

    Edmonton, Canada MD Financial Management Full time

    Requisition ID: 190962 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. **Is this role right...

  • Experienced Financial Advisors

    7 days ago

    Edmonton, Canada Edward Jones Full time

    We believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm’s bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...

  • Experienced Financial Advisors

    7 days ago

    Edmonton, Canada Edward Jones Full time

    We believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm’s bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...

  • Experienced Financial Advisors

    7 days ago

    Edmonton, Canada Edward Jones Full time

    We believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm’s bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...

  • Wealth Advisor

    3 days ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday flexibility....

  • Wealth Advisor

    5 days ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Financial Advisor

    3 weeks ago

    Edmonton, Alberta, Edmonton region, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...