Financial Advisor
4 weeks ago
**Posting Closes: February 17, 2023 at 4:00pm**
**Employment Status**:Full Time (37.5 hours per week)
**Compensation**:$50,850 to $71,091 per annum
**Additional Information**:This is a Monday to Saturday branch.
Servus is growing We are currently looking for a **Financial Advisor **within our **Leduc branch.**
Reporting to the Assistant 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?
-
Senior Insurance Advisor
7 days ago
Leduc, Canada Equest Full timeSenior Insurance AdvisorEdmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada • Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044Tuesday, May 21, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance...
-
Senior Insurance Advisor
1 week ago
Leduc, Canada Westland Insurance Full timeSenior Insurance Advisor Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada ● Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044 Tuesday, May 21, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a ...
-
Everyday Banking Advisor 3
2 days ago
Leduc, 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...
-
Radiation and Explosives Safety Advisor
2 days ago
Leduc, Canada Baker Hughes Full time**Radiation and Explosives Safety Advisor** **Do you enjoy being part of a successful team?**: **Would you like to join our Wireline Services Product Line?**: **Join our Wireline Services team!** We are the leader in well construction and production. Our innovative physical and digital solutions improve efficiency, production and increase reservoir value....
-
Senior Insurance Advisor
7 days ago
City of Leduc, Canada ... Full timeEdmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada ● Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044 Tuesday, May 21, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in...
-
Senior Insurance Advisor
7 days ago
City of Leduc, Canada ... Full timeEdmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada ● Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044 Tuesday, May 21, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in...
-
Senior Insurance Advisor
7 days ago
City of Leduc, Canada ... Full timeEdmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada ● Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044 Tuesday, May 21, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in...
-
Co-op Student, Assurance and Accounting
4 weeks ago
Leduc, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our **Leduc** Assurance & Accounting team as a Co-op Student for eight months from January 2023-August 2023. This diverse team of professionals are...
-
Small Business Advisor
7 days ago
City of Leduc, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Small Business Advisor - Leduc Branch (18 Month Contract) Requisition ID: 200014Join 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...
-
Client Advisor
4 weeks ago
Leduc County, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...
-
Human Resources Business Partner
1 month ago
Leduc, Canada Bravo Target Safety Full timeAt **Bravo Target Safety,** our priority is to get all workers home safely every day. We provide safety coordination, project planning and trained safety personnel for turn-around, construction, drilling, and day-to-day field operations. Are you ready to take your career to the next level? If you have a deep passion for people while understanding business...
-
Human Resources Business Partner
1 month ago
Leduc, Canada Bravo Target Safety Full time**Position Title**: - Human Resources Business Partner **Date Posted**: - 11/10/2023 **Location**: - Leduc, AB **Job Category**: - Human Resources **Pay Range**: - N/A **Application Instructions** At **Bravo Target Safety,** our priority is to get all workers home safely every day. We provide safety coordination, project planning and trained...
-
General Manager Corporate Services
2 weeks ago
Leduc, Canada City of Leduc Full timeDepartment: City Manager's Office Hours Per Week: 35 Compensation Range: $162,052.80 - $202,566.00 Closing Date: May 3, 2024 Note: Posting comes off at 12:00 AM on Closing Date, with competition closing at 11:59 pm day prior. At the City of Leduc, our mission is People. Building. Community. We offer a collaborative and dynamic workplace where our values...
-
Sales Associate
1 month ago
Leduc, Canada Coach Full time**Sales Associate** - The Sales Associate role is an integral part of the store’s overall success and efficiency: demanding direct attention to our brand commitment when servicing our customers and driving results. Responsible for upholding Coach’s Service and Selling Models, creating a positive first impression, building on-going customer relationships...
-
Lead Supervisor
5 days ago
Leduc County, Canada Coach Full timeThe Lead Supervisor role is an integral part of the store’s overall success; modeling the behaviors needed to directly impact all aspects of our Company’s business: Sales and Operational Processes. This individual shows exemplary performance behaviors, not only with work performed, but by representing Coach at its highest standards. They serve as a true...