Financial Advisor Associate

3 weeks ago


Red Deer, Canada Servus Credit Union Full time

**Are you smart, gutsy, and driven? Are you passionate about helping people "re-imagine their financial fitness"?**

**This could be the opportunity you have been looking for**

Servus is growing We are currently looking for a **Financial Advisor Associate** for our **South Hill** branch who is committed to working hard and serious about finding the right solutions for our member's financial needs.

**Posting Closes**:December 8th, 2023 end of day

**Compensation**:$48,403 - $60,504 per annum

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

Reporting to the Assistant Branch Manager, our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate, you'll 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'll also 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

**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. 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 program available after 3 months
- 3 weeks' vacation and vacation purchase program
- Flexible group benefit plan
- Flexible health and/or wellness spending account
- Employee/family assistance program

**What happens next?**

indm



  • Red Deer, Canada Co-operators | Swift Insurance & Financial Solutions Inc. Full time

    **Investing in your future. Together.** Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization. Christine Swift, an exclusive advisor of Co-operators, a leading...


  • Red Deer, Canada Serenia Life Financial Full time

    Location: Alberta Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

  • Associate Advisor

    4 weeks ago


    Red Deer, Canada Royal Bank of Canada Full time

    **Job Summary** **Boiler Plate Option 3** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The Red Deer RBC Dominion...

  • Financial Advisor

    1 day ago


    Red Deer, Canada Scotiabank Full time

    Requisition ID: 170512 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...


  • Red Deer, Canada Co-operators General Insurance Company Full time

    Employment Type: Regular Full-Time Work Model: Office Based Language: Only English Required For More Info Contact: Manraj Mangat The Opportunity Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed...


  • Red Deer, 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

    1 month ago


    Red Deer, Canada Servus Credit Union Full time

    **Employment Status**:Full-time **Salary Range**:$50,850 to $71,091 (dependent on experience level) Servus is growing! We are currently looking for a **Financial Advisor for our South Hill branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members,...

  • Financial Advisor

    1 month ago


    Red Deer, Canada Servus Credit Union Full time

    **Compensation: $50,850 - $71,091 per annum** **Employment status: Full-Time Permanent; 2 positions; extended hours branch** Servus is growing! We are currently looking for 2 full-time **Financial Advisor(s) **at our **Deer Park** Branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by...

  • Financial Advisor

    1 month ago


    Red Deer, Canada Servus Credit Union Full time

    **Compensation: $50,850 - $71,091 per annum** **Employment status: Full-Time Permanent** Servus is growing! We are currently looking for a full-time **Financial Advisor **at our **Deer Park** Branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members,...


  • Red Deer, AB, Canada Sun Life Financial Full time

    Apply locations Red Deer, Alberta time type Full time posted on Posted 2 Days Ago job requisition id JR00034440 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...

  • Junior Associate

    1 month ago


    Red Deer, Canada Core Wealth Solutions Full time

    Junior Associate:Job Overview We are seeking a motivated and enthusiastic Junior Associate to join our team. As a Junior Associate, you will play a key role in providing excellent customer service and assisting with various tasks to ensure the smooth operation of our business. This is a great opportunity for someone looking to gain experience in the Wealth...


  • Red Deer, Canada Red Deer College Full time

    Position Information **Position Title** - Student Connect Centre Advisor**Position Summary** - The Student Connect Centre serves as a single point of contact for students to access academic, award, and funding information. This generalist advising position’s primary responsibility is to provide front line support and service to assist students in making...

  • Financial Advisor

    1 day ago


    Red Deer, Canada Scotiabank Full time

    Requisition ID: 182222 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 Advisor

    1 month ago


    Red Deer, Canada Servus Credit Union Full time

    **Are you smart, gutsy, and driven? Are you passionate about "re-imagining financial fitness"? This could be the opportunity you have been looking for!** **Servus is growing! **We are currently looking for a** Financial Advisor** **I/II **for our** Parkland Square **branch**.** **Compensation**: $50,850 - $71,091 per annum **Employment Status**:permanent,...

  • Financial Advisor

    1 month ago


    Red Deer, Canada Servus Credit Union Full time

    **Compensation: $50,850 - $71,091 per annum** **Posting Closes: May 9, 2023 end of day** Servus is growing! We are currently looking for a full-time **Financial Advisor **at our **Taylor Plaza** **Branch. Taylor Plaza is an extended-hour branch open Monday through Saturday.** Reporting to the Assistant Branch Manager, your primary objective is to bring...


  • Red Deer, Canada Red Deer College Full time

    Position Information **Position Title** - Student Connect Centre Advisor - Program Liaison (Term-Certain)**Position Summary** - The Student Connect Centre Advisor, Program Liaison supports and manages client relationships with prospective, new, and current students by delivering advising services; implementing strategic enrolment goals and plans;...

  • Service Advisor

    1 month ago


    Red Deer, Canada Lag Automotive Group Full time

    **Landsperg Automotive Group is a fast-growing company with fourteen stores located across Western Canada. Our company philosophy is to promote within, and we are committed to providing an excellent work environment and career growth opportunities.** **We are currently looking for a Service Advisor!** **Responsibilities including, but not limited to**: -...

  • Outside Sales Advisor

    4 weeks ago


    Red Deer, Canada Right Time Group of Companies Full time

    Home Comfort Advisor (Outside Sales Advisor) **Requirements**: Self-motivated and driven to exceed goals and expectations Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and...

  • Safety Advisor

    1 month ago


    Red Deer, Canada Manufacturers' Health & Safety Association Full time

    The Manufacturers’ Health and Safety Association (MHSA) is one of the leading Health and Safety Associations and Certifying Partners in the province of Alberta. Our mission is to achieve worksite wellness and reduce occupational injuries and illnesses in the manufacturing industry. The MHSA has been working diligently since 1992 as a not-for-profit safety...


  • Red Deer, Canada Red Deer Polytechnic Full time

    **Please see Special Instructions for more details.**: **Posting Details**: Position Information **Position Title** - Student Connect Centre Advisor**Position Summary** - The Student Connect Centre serves as a single point of contact for students to access academic, award, and funding information. This generalist advising position’s primary responsibility...