Financial Services Professional

1 day ago

Red Deer, Alberta, Canada Servus Credit Union Full time
About the Role

We are seeking a highly skilled and motivated 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 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
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, including:

  • 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

As a member of Servus, you'll also have access to profit sharing, voting for the board of directors, and all of the services we provide.

  • Financial Services Professional

    1 week ago

    Red Deer, Alberta, Canada Edward Jones Full time

    Job OverviewWe are expanding our network of financial services professionals across Canada. As a financial advisor with Edward Jones, you will have the opportunity to build a strong client base through impactful networking and prospecting. Our team provides certified business coaches and mentors to help you realize your true potential as an active member in...

  • Financial Services Professional

    1 week ago

    Red Deer, Alberta, Canada Edward Jones Full time

    Job OverviewWe are expanding our network of financial services professionals across Canada. As a financial advisor with Edward Jones, you will have the opportunity to build a strong client base through impactful networking and prospecting. Our team provides certified business coaches and mentors to help you realize your true potential as an active member in...

  • Financial Services Professional

    3 weeks ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Servus Credit Union. As a Financial Advisor, you will play a key role in developing long-term relationships with our members, building trust, and delivering customized financial solutions that meet their unique needs.Key ResponsibilitiesMember...

  • Financial Services Professional

    2 weeks ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional 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...

  • Financial Services Professional

    2 weeks ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional 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...

  • Financial Services Professional

    1 week ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional 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 ResponsibilitiesIdentify...

  • Financial Services Professional

    1 week ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional 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 ResponsibilitiesIdentify...

  • Financial Services Professional

    2 days ago

    Red Deer, Alberta, Canada Edward Jones Full time

    {"h3": "Career Opportunities at Edward Jones"} We are seeking ambitious professionals to join our team of financial advisors at Edward Jones. As a financial advisor, you will have the opportunity to build a strong client base and deliver personalized investment solutions to your clients. What We Offer At Edward Jones, we provide our financial advisors with...

  • Financial Services Professional

    2 days ago

    Red Deer, Alberta, Canada Edward Jones Full time

    {"h3": "Career Opportunities at Edward Jones"} We are seeking ambitious professionals to join our team of financial advisors at Edward Jones. As a financial advisor, you will have the opportunity to build a strong client base and deliver personalized investment solutions to your clients. What We Offer At Edward Jones, we provide our financial advisors with...

  • Financial Services Representative

    2 weeks ago

    Red Deer, Alberta, Canada CWB Financial Group Full time

    About the RoleCWB Financial Group is seeking a highly skilled and motivated Banking Officer to join our team. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients.Key ResponsibilitiesAct as a strategic partner to Account Managers to build, grow and maintain profitable,...

  • Financial Services Representative

    2 weeks ago

    Red Deer, Alberta, Canada CWB Financial Group Full time

    About the RoleCWB Financial Group is seeking a highly skilled and motivated Banking Officer to join our team. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients.Key ResponsibilitiesAct as a strategic partner to Account Managers to build, grow and maintain profitable,...

  • Financial Services Representative

    5 days ago

    Red Deer, Alberta, Canada CWB Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Personal Banking Officer. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesAct as a strategic partner to...

  • Financial Services Representative

    5 days ago

    Red Deer, Alberta, Canada CWB Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Personal Banking Officer. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesAct as a strategic partner to...

  • Financial Services Professional

    17 hours ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused 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 meet their unique needs.Key...

  • Financial Services Professional

    20 hours ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused 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 meet their unique needs.Key...

  • Financial Services Professional

    5 days ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesIdentify...

  • Financial Services Professional

    5 days ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesIdentify...

  • Financial Services Professional

    5 days ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused 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...

  • Financial Services Professional

    5 days ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused 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...

  • Financial Services Professional

    1 day ago

    Red Deer, Alberta, Canada Servus Credit Union Full time

    Financial Advisor OpportunityServus Credit Union is seeking a skilled Financial Advisor to join our team at our South Hill branch in Red Deer. 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...