Financial Advisor

4 months ago

Calgary, Canada Servus Credit Union Full time

**Salary/Wage Range: $50,850 - 71,091 (based on experience)**

**Posting closes: December 4th, 8:00 am**

We're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level - if this sounds like you, then we'd love to chat

**Join Our Team**

We are looking for a** Financial Advisor **at our **Calgary - Crowfoot Branch.**

Reporting to the Branch Manager, you play an integral role in the delivery of super ior personalized service to our members. As a Financial Advisor, you are driven to develop your knowledge and technical expertise so you can confidently deliver all financial products, including lending and investments. You will educate our members, using wealth management and debt management concepts, and identify opportunities to refer or sell additional products and services. Most importantly, you'll develop long term relationships with members, building trust and delivering customized financial solutions, ensuring success for our members, the branch, and Servus.

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
- 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 and maintaining knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credit, loans, investments, 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.**

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)
- Additional languages would be considered an asset

**Benefits**

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:

- A supportive and engaging working environment
- Benefits that lead the field
- A total rewards strategy that includes recognition for a job well done
- Learning options that support lifelong learning and career-building opportunities
- Opportunities and support for volunteering in local communities and abroad
- Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees

Here are some of the benefits that our employees love:

- Financial product benefits available immediately
- Group retirement program available after only 3 months
- Employee financial services team available to help you reach your financial goals
- Disability programs
- Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
- Flexible spending account to purchase additional health or personal wellness items
- Wellness initiatives
- Employee and family assistance plan
- Minimum 3 weeks' vacation and vacation purchase program
- Other leaves including parental, emergency days, and critical care days
- Reward programs
- Incentive pay program
- Recognition for years of service

As 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

Additionally, Servus has introduced a new flexible hybrid work model which consists of a combination of working in the office and working remotely. The hybrid approach provides employees with more flexibility, while still allowing employees to connect in person and remotely and building upon the culture that makes Servus such a great place to work.

**Next Steps**
- Servus Credit Union is an equal opportun

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