Financial Services Professional

1 month ago

Ponoka County, Canada Servus Credit Union Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Professional to join our team at Servus Credit Union.

As a key member of our team, 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 out 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, 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 Credit Union, you will also have access to all the benefits of being a member, including 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.

  • Financial Services Professional

    2 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Servus Credit Union.As a Mobile Financial Solutions Specialist, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.Key...

  • Financial Services Professional

    3 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Servus Credit Union. As a 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 ResponsibilitiesIdentify opportunities...

  • Financial Services Professional

    3 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Servus Credit Union. As a 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 ResponsibilitiesIdentify opportunities...

  • Financial Services Professional

    3 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Servus Credit Union. As a Financial Advisor, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that meet their unique needs.Key ResponsibilitiesIdentify opportunities to...

  • Financial Services Professional

    3 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Servus Credit Union. As a Financial Advisor, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that meet their unique needs.Key ResponsibilitiesIdentify opportunities to...

  • Financial Services Professional

    1 month ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesIdentify...

  • Financial Services Professional

    1 month ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesIdentify...

  • Financial Services Representative

    1 month ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Servus Credit Union. As a Mobile 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 Representative

    1 month ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Servus Credit Union. As a Mobile 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 Representative

    2 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleServus 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 ResponsibilitiesIdentify opportunities to match...

  • Financial Services Professional

    4 weeks ago

    Renfrew County, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesAs a Financial Advisor at Scotiabank, you will be responsible for providing exceptional customer service and building strong relationships with clients to understand their financial needs and goals.Key Skills and QualificationsProven ability to meet and exceed sales targets in a fast-paced environmentStrong communication and...

  • Financial Services Professional

    1 month ago

    Renfrew County, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesAs a Financial Advisor at Scotiabank, you will be responsible for providing exceptional customer service and building strong relationships with clients to understand their financial needs and goals.Key Skills and QualificationsProven ability to meet and exceed sales targets in a fast-paced environmentStrong communication and...

  • Financial Services Professional

    1 month ago

    Renfrew County, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesAs a Financial Advisor at Scotiabank, you will be responsible for providing exceptional customer service and building strong relationships with clients to understand their financial needs and goals.Key Skills and QualificationsProven ability to meet and exceed sales targets in a fast-paced environmentStrong communication and...

  • Office Assistant

    2 months ago

    Ponoka, Canada Diversified Financial Full time

    **Financial Services Assistant** Our organization is looking for an organized, full-time Financial Services Assistant. Reporting to the Advisor, you will be responsible for preparing client files, processing investment/insurance business, and providing administrative support for a financial advisor. Since you will be the first person clients see as they...

  • Customer Service Representative

    5 months ago

    Ponoka, Canada BMO Financial Group Full time

    5101 50th Avenue Ponoka Alberta,T4J 1S1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...

  • Food Service Worker

    1 month ago

    Ponoka County, Canada Alberta Health Services Full time

    Your Opportunity:Are you passionate about delivering exceptional patient care and providing a positive dining experience? As a Food Service I with Alberta Health Services, you will play a vital role in ensuring the nutritional needs of our patients, residents, and staff are met. This is a unique opportunity to join a dynamic team that values teamwork,...

  • Food Service Worker

    1 month ago

    Ponoka County, Canada Alberta Health Services Full time

    Your Opportunity:Are you passionate about delivering exceptional patient care and providing a positive dining experience? As a Food Service I with Alberta Health Services, you will play a vital role in ensuring the nutritional needs of our patients, residents, and staff are met. This is a unique opportunity to join a dynamic team that values teamwork,...

  • Food Service Worker

    4 weeks ago

    Ponoka County, Canada Alberta Health Services Full time

    Your Opportunity:Are you passionate about delivering exceptional patient care and providing a positive dining experience? As a Food Service I with Alberta Health Services, you will play a vital role in ensuring the nutritional needs of our patients, residents, and staff are met. This is a fantastic opportunity to join a dynamic team that values teamwork,...

  • Food Service Worker

    4 weeks ago

    Ponoka County, Canada Alberta Health Services Full time

    Your Opportunity:Are you passionate about delivering exceptional patient care and providing a positive dining experience? As a Food Service I with Alberta Health Services, you will play a vital role in ensuring the nutritional needs of our patients, residents, and staff are met. This is a fantastic opportunity to join a dynamic team that values teamwork,...

  • Part-Time Financial Services Representative

    2 weeks ago

    Clearwater County, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a highly skilled Part-Time Member Service Advisor to join its team. As a key contributor to the financial success of the company, this role will be responsible for assisting members with all aspects of their financial needs, from account transactions and inquiries to...