Dynamic Financial Services Leader

4 weeks ago


Red Deer, Alberta, Canada Servus Credit Union Full time
Job Overview

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.

We are currently looking for a Dynamic Financial Services Leader at our South Hill branch in Red Deer to join our team of smart, gutsy, and driven individuals.

Compensation and Benefits

The estimated salary for this position is $84,461 - $105,581 per annum, based on industry standards and the location.

Our competitive compensation package includes performance-based incentive pay, flexible work options, and opportunities for career advancement.

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
  • Meaningful work towards individual and corporate goals
Key Responsibilities

As a Dynamic Financial Services Leader, you will be responsible for:

  • Motivating and coaching employees to find opportunities to shape members' financial fitness
  • Pursuing new business opportunities and monitoring financial targets
  • Providing support, guidance, and training to all employees to ensure performance improvement and cohesive teamwork
  • Preparing accurate and complete documentation, processing account changes, and handling member inquiries in a timely and efficient manner
Requirements

To qualify for this role, you will need at least:

  • 5 years of retail banking experience
  • A minimum of 3 years experience as a Financial Advisor
  • A comprehensive understanding of lending and credit

Although not required, relevant education or certifications include:

  • Post-secondary education in Finance (or related studies)
  • Investment Funds in Canada Course & License (IFIC)
  • Personal Financial Service Advice (PFSA)
  • Financial Planning I (FP1)
About Us

Servus Credit Union is a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community.

Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box, we encourage you to apply.



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