Senior Financial Services Advisor

1 week ago


Stony Plain, Canada Servus Credit Union Full time

Are you a skilled financial services professional looking to make a meaningful impact in the lives of our members? We are seeking an experienced Senior Financial Services Advisor to join our team at Servus Credit Union.

About the Role

In this role, you will be responsible for providing expert financial advice and guidance to our members, helping them achieve their financial goals and aspirations. You will work closely with our members to understand their individual needs and develop tailored financial solutions that meet their unique circumstances.

As a Senior Financial Services Advisor, you will have the opportunity to:

  • Build long-term relationships with our members and help them achieve their financial objectives
  • Provide expert advice on a range of financial products and services, including investments, loans, and credit cards
  • Collaborate with internal stakeholders to identify new business opportunities and drive growth
  • Maintain up-to-date knowledge of industry trends and regulatory requirements

We are committed to providing our members with exceptional service and support, and we believe that our employees are key to delivering this experience.

About Us

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. With over 20 years of experience as one of Canada's Best Managed Companies, we offer a unique culture of teamwork, positivity, and collaboration.

As a member of our team, you will enjoy a competitive salary and benefits package, including performance-based incentive pay and comprehensive training and development opportunities. You will also have access to a range of employee benefits, including health and wellness programs, retirement savings plans, and flexible work arrangements.

Requirements

To be successful in this role, you will require:

  • A minimum of 2 years of experience in retail banking or a related financial industry
  • Strong knowledge of financial products and services, including investments, loans, and credit cards
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues
  • The ability to work in a fast-paced environment and prioritize multiple tasks and projects

We are an equal opportunities employer and welcome applications from diverse candidates.


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