Financial Advisor

2 months ago

Lethbridge, Canada Servus Credit Union Full time

**Posting Closes**:September 27, 2024, 4:00pm MST

**Employment Status**:Full-time, permanent

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

**Additional Information**:The Scenic Drive branch is open Monday - Saturday

Servus is growing We are currently looking for a full-time **Financial Advisor** at our **Scenic Drive Lethbridge 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.

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 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 determine 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 **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_

  • Financial Advisor

    6 months ago

    Lethbridge, Canada Venn Wealth Partners Full time

    **Responsibilities**: - Use in-depth knowledge of products and services to identify new opportunities within the existing client base - Find and develop new client relationships, both business and individual - Ensuring investment recommendations are suitable and align with the client’s financial goals, financial plans, objectives, and risk tolerance -...

  • Insurance Advisor

    5 months ago

    Lethbridge, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Financial Advisor

    2 months ago

    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **Company Overview** 1st Choice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth. The...

  • Financial Advisor

    2 months ago

    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **Company Overview** 1stChoice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1stChoice Savings is a financially strong Credit Union with a promising potential for growth. The organization...

  • Financial Advisor

    1 month ago

    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **Company Overview** 1st Choice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth. The...

  • Everyday Banking Advisor 2

    5 months ago

    Lethbridge, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Sun Life Financial Advisor

    4 weeks ago

    Lethbridge, Alberta, Canada Sun Life Full time

    Unlock your potential as a Sun Life Financial Advisor and take control of your life.Enjoy financial independence and work-life balance by building your own business.As a Sun Life advisor, you'll receive exceptional training and support to help you succeed, competitive compensation, and ongoing recognition for your achievements.Discover the benefits of being...

  • Sun Life Financial Services Advisor

    2 weeks ago

    Lethbridge, Alberta, Canada Sun Life Full time

    Job DescriptionAs a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.You'll be responsible for growing your business by prospecting within your network and in your community, meeting with prospects and clients to review their goals, and...

  • Business Opportunity: Build a Career as a Sun Life Financial Advisor

    4 days ago

    Lethbridge, Alberta, Canada Sun Life Full time

    Company OverviewSun Life is a leading financial services company that offers a range of insurance and wealth products to help individuals achieve their long-term goals.We are committed to helping our clients make informed decisions about their financial futures, and we believe that our advisors play a critical role in this process.

  • Investment Advisor

    4 weeks ago

    Lethbridge, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock your potential as a financial expert with RBCAs a Strategic Financial Advisor at RBC Dominion Securities, you will help your clients achieve their financial goals while building a successful career. You will have the opportunity to work with high-net-worth individuals, families, and business owners, providing personalized...

  • Financial Advisor Trainee

    2 weeks ago

    Lethbridge, Canada Scotiabank Full time

    Requisition ID: 210671 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 Services Professional

    3 weeks ago

    Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full time

    Job Title: Investment AdvisorAt RBC Dominion Securities Inc., we're seeking a skilled Investment Advisor to help high-net-worth individuals, families, and business owners achieve their financial goals. As an Investment Advisor, you'll leverage our extensive investment and wealth management resources to create customized portfolios and wealth plans for your...

  • Investment Advisor

    4 weeks ago

    Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full time

    Job Title: Investment Advisor - Wealth Management ExpertAbout the Role:We are seeking a highly skilled Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with personalized financial planning and investment...

  • Investment Advisor

    4 weeks ago

    Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals by providing expert advice and guidance on investment and wealth management strategies.Key Responsibilities:Build and maintain strong relationships...

  • Commercial Insurance Advisor

    6 days ago

    Lethbridge, Canada Westland Insurance Ltd. Full time

    We’re searching for a Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Commercial Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Financial Advisor Trainee

    2 weeks ago

    Lethbridge, Canada Scotiabank Full time

       Requisition ID: 210671Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Sun Life Financial Centre Leader

    1 month ago

    Lethbridge, Alberta, Canada Sun Life Full time

    Job Summary:The Resource Team Leader (RTL) at Sun Life provides leadership and development for a team of high-performing Financial Centre Administrators. The RTL's goal is to enable Advisors, Advisor staff, and managers to identify learning needs and deliver defined Sun Life requirements, tools, technology, and administrative process training in partnership...

  • Commercial Insurance Advisor

    5 months ago

    Lethbridge, Canada Westland Insurance Ltd. Full time

    We’re searching for a Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Commercial Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Commercial Insurance Advisor

    4 weeks ago

    Lethbridge, Canada Equest Full time

    Commercial Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2534Tuesday, September 10, 2024We're searching for a Commercial Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity fora Commercial Insurance Advisor in our Lethbridge, AB office. Do you...

  • Commercial Insurance Advisor

    5 days ago

    Lethbridge, Canada Equest Full time

    Commercial Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #3611Monday, November 18, 2024We're searching for a Commercial Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity fora Commercial Insurance Advisor in our Lethbridge, AB office. Do you...