Financial Services Professional

3 days ago

Grande Prairie, Canada CB Canada Full time
{"Job Title": "Financial Advisor", "Job Description": "Role Summary

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Servus Credit Union in Grande Prairie. As a Financial Advisor, 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 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' current investment/retail banking services and products
  • Promote referrals to Servus' 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' 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 2-5 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)

Servus encourages candidates with a strong desire to learn and improve their financial intelligence. They provide extensive training, coaching, and educational/personal development assistance to give you all the right tools to succeed and continually improve in this role.

Benefits

Working for Servus has outstanding benefits. They offer employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of their benefits include:

  • Immediate financial service 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

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.

"}

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