Expert Financial Solutions Specialist
2 weeks ago
Servus Credit Union, a member-owned credit union and one of Canada's Best Managed Companies, is seeking an experienced Financial Advisor to join our team in the St Paul branch.
We are looking for a skilled professional who can deliver customized financial solutions that shape our members' financial fitness. As a Financial Advisor at Servus, you will be responsible for developing long-term relationships with members, building trust, and identifying opportunities to match them with the right products and services.
Your primary goal will be to meet and exceed sales targets and referral goals while participating in business development plans through corporate/branch marketing campaigns. You will also be required to demonstrate excellent communication skills and engage members in conversations to understand their immediate needs.
To qualify for this role, 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. While not required, post-secondary education in Finance (or related studies) and certifications such as Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1) are valuable assets.
We offer a competitive compensation package, including a base salary range of $52,121 to $65,152 per annum, performance-based incentive pay, and a comprehensive benefits program. Our employees are also members, enjoying profit sharing, voting rights, and access to all our services.
This is an excellent opportunity to work towards individual and corporate goals while contributing to Servus' positive image in the community. If you are a motivated and driven individual with a passion for delivering exceptional member experiences, we encourage you to apply.
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Expert Financial Solutions Specialist
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Expert Financial Consultant
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Financial Manager
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