Personal Financial Solutions Specialist

2 weeks ago


Rimbey, Canada Servus Credit Union Full time
Company Overview

Servus Credit Union is Alberta's largest member-owned credit union, recognized for its commitment to building strong, resilient communities. As a trusted financial institution, we help our members feel good about their money through personalized financial solutions.

Salary and Benefits

The successful candidate will receive a competitive annual salary of $52,121 to $72,869, depending on experience. In addition to standard benefits like health and wellness programs, vacation time, and retirement savings plans, Servus offers unique perks such as training and development opportunities, career advancement potential, flexible work options, and performance-based incentive pay.

Job Description

We are seeking a skilled Mobile Financial Advisor to join our team. The ideal candidate will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that meet their unique needs. Key responsibilities include:

  • 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 to engage members in conversations about their financial fitness
Required Skills and Qualifications

To qualify for this role, you must have 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 is an asset. Desired certifications include Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1).

Why Work with Us?

Servus values diversity, inclusion, and collaboration. Our employees enjoy a positive and supportive work environment, opportunities for growth and development, and the chance to make a meaningful impact in our communities. If you're passionate about helping others achieve financial fitness, apply now to join our team.



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