Financial Advisor

5 days ago

Sylvan Lake, Canada Servus Credit Union Full time

**Compensation: $50,850 - $71,091 per annum**

**Employment status: Full Time**

Servus is growing We are currently looking for a full-time **Financial Advisor **at our **Sylvan Lake** **Branch.**

Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.

More specifically, the scope of your responsibilities will include, but are not limited to:

- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Meeting and exceeding sales targets and referral goals
- Participating and assisting in business development plans through corporate/branch marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
- Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
- Building a comprehensive knowledge of the local market, competitive offers, and economic trends
- Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
- Providing outstanding member experience by adhering to Servus' best practices
- Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
- Maintaining Servus' positive image in the community

**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.**

Although not required, the following education/certificates are valuable assets:

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

**Benefits**

Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:

- Immediate financial service benefits
- Group RSP programs available after 3 months
- Minimum 3 weeks vacation and vacation purchase program
- Flexible group benefit plan
- Flexible health and/or wellness spending account
- Employee/family assistance program
- Profit Share

**What happens next?

  • Financial Advisor Associate

    7 days ago

    Sylvan Lake, Canada Servus Credit Union Full time

    **Posting Closes**:Friday September 20th, 2024, 4:00 p.m. **Employment Status**:Full-time - 37.5 hours per week (extended hours; Monday - Saturday branches) **Compensation**:$49,613 - $62,016 per annum (based on experience) The home branch for this position is still to be determined and you will be required to travel to the following locations: (Bentley,...

  • Financial Advisor

    2 weeks ago

    Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Financial Advisor

    14 hours ago

    Cold Lake, Canada Scotiabank Full time

    Requisition ID: 247077 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Financial Advisor

    2 weeks ago

    (s): Canada : Alberta : Cold Lake Scotiabank Global Site Full time

    Requisition ID: 247077Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Financial Advisor-mfda/amf

    2 weeks ago

    Williams Lake, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Accounting Technician

    1 week ago

    Sylvan Lake, Canada Strategis LLP Chartered Professional Accountants Full time

    **About Our Company: Strategis LLP CPAs is a dynamic and thriving accounting firm providing financial and advisory services to clients across various industries, particularly within the Small Business sector. With a commitment to excellence, innovation, and integrity, we have established ourselves as a trusted partner for businesses seeking strategic...

  • Financial Advisor – Client Planning

    3 weeks ago

    City of Cold Lake, Canada Scotiabank Full time

    A leading bank in the Americas is seeking a Financial Advisor in Cold Lake, AB. This role focuses on building customer relationships, providing exceptional service, and achieving sales goals. Ideal candidates will possess a Mutual Funds licence and a drive for excellence in customer service. This position offers competitive compensation and a supportive...

  • Financial Advisor – Client Planning

    4 days ago

    City of Cold Lake, Canada Scotiabank Full time

    A leading bank in the Americas is seeking a Financial Advisor in Cold Lake, AB. This role focuses on building customer relationships, providing exceptional service, and achieving sales goals. Ideal candidates will possess a Mutual Funds licence and a drive for excellence in customer service. This position offers competitive compensation and a supportive...

  • Financial Advisor Trainee

    2 weeks ago

    Town of Slave Lake, Canada Accelerate Her Future® Full time

    Join to apply for the Financial Advisor Trainee (Canada) role at Accelerate Her Future®. Description Requisition ID: 246581 Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. About The Role What your role will be… Financial Advisor. At Scotiabank we help employees build their futures – where they can...

  • Financial Advisor – Holistic Planning

    2 weeks ago

    City of Cold Lake, Canada Accelerate Her Future® Full time

    A leading financial services provider is seeking a Financial Advisor in Cold Lake, Alberta. The role focuses on delivering excellent customer service, building strong relationships, and achieving sales targets. Candidates should possess a Mutual Funds licence and be working towards the CIFP Diploma. The position offers a full-time commitment in a...