Financial Services Representative

22 hours ago

Red Deer, Alberta, Canada Servus Credit Union Full time
Job Title: Financial Advisor

At Servus Credit Union, we're seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on investment and retail banking services.

Key Responsibilities:
  • Identify opportunities to match members with the right financial solutions that meet their needs
  • Meet and exceed sales targets and referral goals
  • Participate in business development plans through corporate/branch marketing campaigns
  • Develop ongoing knowledge of our current investment and 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
Requirements:
  • At least 2 years of retail banking or related financial industry experience, preferably in sales or customer service
  • 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
What We Offer:
  • Competitive compensation including performance-based incentive pay
  • Training and development opportunities
  • Career advancement potential
  • Flexible work options
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program

We're an equal opportunities employer and welcome applications from diverse candidates. If you're passionate about helping others achieve their financial goals and want to be part of a dynamic team, we encourage you to apply.

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