Financial Services Professional

16 hours ago

Lethbridge, Alberta, Canada Servus Credit Union Full time
About the Role

We are seeking a highly skilled 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 retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma. While not required, post-secondary education in Finance or related studies, as well as certifications such as Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1), are valuable assets.

What We Offer
  • 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 Credit Union, you will also have access to profit sharing, voting for the board of directors, and all of the services we provide, with a few additional perks.

How to Apply

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.

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