Financial Services Specialist

3 days ago


Edmonton, Alberta, Canada Servus Credit Union Full time

Servus Credit Union, a leading member-owned credit union in Alberta, seeks an experienced Financial Services Specialist to join our Wealth team.

About the Role

This dynamic position involves working closely with current financial advisors and members to consolidate assets and increase wallet share for Servus while ensuring high levels of member satisfaction.

Key Responsibilities
  • Uncover the full financial needs of members, provide solutions, and/or refer them to the appropriate advisor.
  • Support and/or facilitate the financial planning experience for members.
  • Pursue external/internal business opportunities by retaining existing member base, actively soliciting new business, reviewing marketing data, and leveraging opportunities with existing members through in-branch/telephone communication.
  • Establish and implement a sales plan that focuses on retaining and attracting new members with mid/high net worth, developing internal referral sources, centers of influence, improving profitability with existing members, and developing business from existing members.
  • Identify staff developmental opportunities and provide effective coaching and technical training.

To be successful, candidates will require at least 5 years of financial advisory sales experience, thorough knowledge of financial planning, products, policies, procedures, and operations, post-secondary diploma/degree or equivalent combination of education and experience, and MFDA License. Our ideal candidate will possess strong interpersonal skills, excellent communication abilities, and a passion for delivering exceptional customer service.



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