Financial Services Consultant

5 days ago


Fort Saskatchewan, Alberta, Canada Servus Credit Union Full time

At Servus Credit Union, we're dedicated to helping our members achieve financial fitness. As a Financial Advisor, you'll play a vital role in this mission by developing long-term relationships with our members and delivering customized financial solutions that meet their unique needs.

Salary: $52,121 - $72,869 per annum base salary (based on experience)

Job Description:

  • Identify opportunities for members to match their financial goals with the right products and solutions
  • Meet and exceed sales targets and referral goals
  • Participate in business development plans through corporate/branch marketing campaigns
  • Demonstrate excellent communication skills to engage members in conversations about their financial needs
  • Develop ongoing knowledge of current investment/retail banking services and products
  • Promote referrals to Wealth Management, Business Banking teams, and third-party providers
  • Built a comprehensive understanding 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' positive image in the community

Requirements:

  • Minimum 2 years of retail banking or related financial industry experience, preferably in sales or customer service
  • High school diploma required, post-secondary education in Finance (or related studies) an asset

Benefits:

  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Competitive Compensation including performance-based incentive pay
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program

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. We're a team of smart, gutsy, and driven individuals who share a passion for making a difference in the lives of our members and the communities we serve.



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