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Financial Services Professional
2 months ago
We are seeking a highly motivated and results-driven Financial Advisor to join our team at Servus Credit Union. As a Financial Advisor, you will play a key role in developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.
Key Responsibilities- Identify opportunities to match members with the right products and solutions that help shape their financial fitness
- Meet and exceed sales targets and referral goals
- Participate and assist in business development plans through corporate/branch marketing campaigns
- Demonstrate excellent communication skills and engage members in conversations to determine their immediate needs
- Develop ongoing knowledge of our current investment/retail banking services and products
- Promote referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
- Build a comprehensive knowledge of the local market, competitive offers, and economic trends
- Adhere to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
- Provide outstanding member experience by adhering to Servus' best practices
- Contribute to Servus' unparalleled culture of teamwork, positivity, and collaboration
- Maintain Servus' positive image in the community
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)
Working for Servus has outstanding benefits, including training and development opportunities, career advancement potential, flexible work options, competitive compensation, and meaningful work towards individual and corporate goals.
As a member of Servus Credit Union, you will also have access to profit sharing, voting for the board of directors, and all of the services we provide.
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.
