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Financial Services Professional

2 months ago

Lacombe, Canada Servus Credit Union Full time
About the Role

Servus Credit Union is seeking a skilled Mobile Financial Advisor to join our team. As a Mobile Financial Advisor, you will be responsible for 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 in business development plans through corporate/branch marketing campaigns
  • Demonstrate excellent communication skills and engage members in conversations to find 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
  • Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base
  • Maintain 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)
What We Offer

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
Why Servus?

Servus Credit Union is 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.