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Financial Services Professional
2 months ago
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 and assist 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 Servus\u2019 current investment/retail banking services and products
* Promote referrals to Servus\u2019 Wealth Management, Business Banking teams, and 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\u2019 best practices
* Contribute to Servus\u2019 unparalleled culture of teamwork, positivity, and collaboration
* Maintain Servus\u2019 positive image in the community
Requirements:
* At least 2-5 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma
* Post-secondary education in Finance (or related studies) is an asset
* Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1) certifications are valuable assets
* Servus encourages candidates with a strong desire to learn and improve their financial intelligence
Benefits:
* Competitive salaries and career building opportunities
* Flexible and practical benefits
* Group RSP programs available after 3 months
* 3-week vacation and vacation purchase program
* Flexible group benefit plan
* Flexible health and/or wellness spending account
* Employee/family assistance program
* Profit Share
About Servus:
Servus is building a culture where diversity, equity, inclusion, and belonging are at the center of why they work and how they work. If you want to join a team of community leaders passionate in making an impact, apply now
About Robert Half:
Robert Half is the world\u2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity \u2013 even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at All applicants applying for Canadian job openings must be authorized to work in Canada.
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", "Company": "Servus Credit Union", "Location": "Three Hills, AB"}