Strategic Financial Advisor

4 days ago


Edmonton, Alberta, Canada Servus Credit Union Full time
Strategic Financial Advisor:

We're seeking a highly skilled Strategic Financial Advisor to join our Wealth team at Servus Credit Union. As an Investment and Planning Consultant, you will be responsible for consolidating member assets, increasing wallet share for Servus, and ensuring member satisfaction. This is a full-time position that requires a minimum of 5 years of financial advisory sales experience and thorough knowledge of financial planning, products, policies, procedures, and operations.

Key Responsibilities:

You will be responsible for:
  • Uncovering the full financial needs of members and providing solutions.
  • Supporting and facilitating the financial planning experience for members.
  • Pursuing external and internal business opportunities by retaining existing member base and soliciting new business.
  • Establishing and implementing a sales plan that focuses on retaining and attracting new members with mid/high net worth.


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