Financial Services Professional

3 weeks ago

Red Deer, Alberta, Canada Servus Credit Union Full time

Job Summary

We are seeking a highly skilled Financial Advisor 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 and assist 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 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)

Benefits

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

  • 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

About Servus Credit Union

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.

What We Offer

We offer a dynamic and supportive work environment, opportunities for career advancement, and a comprehensive benefits package. If you are a motivated and results-driven individual who is passionate about delivering exceptional member experiences, we encourage you to apply.

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