Financial Services Specialist

21 hours ago


Calgary, Alberta, Canada Servus Credit Union Full time

At Servus Credit Union, we're dedicated to building strong, resilient communities by helping our members feel good about their money. As a Financial Advisor at our 5th Avenue Place Branch in downtown Calgary, you'll be part of a team of smart, gutsy, and driven individuals who are passionate about making an impact.

Your primary objective will be to develop long-term relationships with members, build trust, and deliver customized financial solutions that shape their financial fitness. This will involve identifying opportunities to match members with the right products and solutions, meeting and exceeding sales targets, and participating in business development plans through corporate/branch marketing campaigns.

To succeed in this role, you'll need to demonstrate excellent communication skills, engage members in conversations to determine their immediate needs, and develop ongoing knowledge of our current investment/retail banking services and products. You'll also be responsible for promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers, as well as adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss.

In return, you'll enjoy a competitive salary range of $52,121 - $72,869 per annum, plus benefits based on experience. We offer flexible and practical benefits, including group RSP programs, minimum 3 weeks vacation, and a flexible health and/or wellness spending account. Plus, you'll have access to extensive training, coaching, and educational/personal development assistance to help you continually improve in your role.

If you're looking for a challenging and rewarding opportunity to make a real difference in people's lives, apply now to become a Financial Services Specialist at Servus Credit Union.



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