Mobile Financial Solutions Specialist
4 weeks ago
About Servus Credit Union
Servus Credit Union is a leading cooperative financial institution in Alberta, dedicated to helping its members achieve financial fitness. As a member-owned credit union, we pride ourselves on our commitment to strong, resilient communities and our unique culture of teamwork, positivity, and collaboration.
Compensation and Benefits
We are offering a competitive salary range of $52,121 to $72,869 per annum, based on experience. In addition to standard benefits like health and wellness programs, vacation time, and retirement savings plans, we also provide:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Performance-based incentive pay
- Meaningful work towards individual and corporate goals
- A comprehensive employee volunteer program
Job Description
The Mobile Financial Advisor will play a crucial role in bringing our noble purpose to life by developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.
This includes identifying opportunities to match members with the right products and solutions, meeting and exceeding sales targets and referral goals, participating in business development plans through corporate/branch marketing campaigns, demonstrating excellent communication skills, and promoting referrals to various teams and providers.
Requirements
To qualify, 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. Post-secondary education in Finance (or related studies), Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1) certifications are valuable assets but not required.
Your Key Responsibilities
- Identify opportunities to match members 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
- Promote referrals to various teams and providers
What We Offer
In addition to a competitive salary and comprehensive benefits package, we offer a dynamic and supportive work environment that encourages collaboration, innovation, and growth. If you're passionate about helping others achieve financial fitness and have a strong desire to contribute to a positive and inclusive workplace culture, we encourage you to apply.
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