Financial Advisor

2 months ago


Red Deer, Canada Servus Credit Union Full time

**Posting Closes**:October 28, 2024, 4:00pm MST

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

**Compensation**:$52,121 - $72,869 per annum (commensurate with education and/or experience)

We are currently looking for a full-time **Financial Advisor** at our **South Hill** branch in Red Deer.

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 **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. 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_

indm


  • Financial Advisor

    7 months ago


    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...


  • Red Deer, 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,...


  • 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...


  • Red Deer, Canada Servus Credit Union Full time

    **Posting Closes: May 1, 4:00 pm (MST)** **Employment Status**:Full-time, 37.5 hours per week **Compensation**:$52,121 to $72,869 per annum **Requirement to travel to the following locations**:Bashaw, Alix, Delburne, Elnora, Three Hills, Blackfalds, North Hill, Taylor Plaza, Clearview, Parkland Square, Deer Park, and South Hill **Servus is growing! We...

  • Business Advisor

    4 weeks ago


    Red Deer, 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,...


  • Red Deer, Canada Servus Credit Union Full time

    **Employment Status**:Full-time **Compensation**:$49,613-$62,016 per annum We are looking for a full-time **Financial Advisor Associate** at our **South Hill **branch in Red Deer. 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...


  • Red Deer, Canada Servus Credit Union Full time

    **Employment Status**:Full-time **Compensation**:$49,613-$62,016 per annum We are looking for a full-time **Financial Advisor Associate** at our **Taylor Plaza** branch in Red Deer. 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...


  • Red Deer, Canada Servus Credit Union Full time

    **Posting Closes: May 1, 4:00 pm (MST)** **Employment Status: Full-time - 37.5 hours per week (extended hours; Monday - Saturday branches)** **Compensation: $49,613 - $62,016 per annum** **Requirement to travel to the following locations: Bashaw, Alix, Delburne, Elnora, Three Hills, Blackfalds, North Hill, Taylor Plaza, Clearview, Parkland Square, Deer...

  • Financial Advisor

    6 months 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 for our South Hill branch who is committed to working hard and serious about finding the right solutions for...

  • Financial Advisor

    6 months ago


    Red Deer, Canada Scotiabank Full time

    Requisition ID: 188026 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

    6 months ago


    Red Deer, Canada Servus Credit Union Full time

    **Employment Status: Full-time (Monday - Saturday branch)** **Compensation**:$52,121 - $72,869 per annum (commensurate with education and/or experience) We are currently looking for a full-time **Financial Advisor** at our **North Hill** branch in Red Deer. Servus Credit Union is Alberta's largest member-owned credit union, known for building strong,...

  • Financial Advisor

    7 months ago


    Red Deer, Canada Scotiabank Full time

    Requisition ID: 183860 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

    3 weeks ago


    Red Deer, Canada Scotiabank Full time

    Requisition ID: 209022Join 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 performance-oriented...


  • 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...


  • Red Deer, 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,...

  • Outside Sales Advisor

    7 months 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...

  • Outside Sales Advisor

    6 months 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...

  • Service Advisor

    6 months 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**: -...


  • Red Deer, Alberta, Canada Scotiabank Full time

    Role OverviewAs a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to customers and helping them achieve their financial goals.What You Will Be Doing:Developing personalized financial strategies for customers, including day-to-day banking, investments, and borrowing solutions.Nurturing strong relationships...


  • Red Deer, Canada Scotiabank Full time

       Requisition ID: 208386Join 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...