Current jobs related to Financial Advisor Associate - Ponoka - Servus Credit Union

  • Mobile Financial Advisor Associate

    5 days ago

    Ponoka, Canada Servus Credit Union Full time

    **Posting Closes: May 1, 4:00 pm (MST)** **Employment Status: Full-time - 37.5 hours per week (extended hours; Monday - Saturday branches)** **Compensation: $49,613 - $62,016 per annum** **Requirement to travel to the following locations: Drayton Valley, Devon, Leduc, Ponoka, Lacombe, Innisfail, Sylvan Lake, Rimbey, and Bentley** Servus is growing! We...

  • Mobile Financial Advisor

    5 days ago

    Ponoka, Canada Servus Credit Union Full time

    **Posting Closes: May 1, 4:00 pm (MST)** **Employment Status**:Full-time, 37.5 hours per week **Compensation**:$52,121 to $72,869 per annum **Requirement to travel to the following locations**:Drayton Valley, Devon, Leduc, Ponoka, Lacombe, Innisfail, Sylvan Lake, Rimbey, and Bentley **Servus is growing! We are currently looking for Mobile Financial...

  • Office Assistant

    23 hours ago

    Ponoka, Canada Diversified Financial Full time

    **Financial Services Assistant** Our organization is looking for an organized, full-time Financial Services Assistant. Reporting to the Advisor, you will be responsible for preparing client files, processing investment/insurance business, and providing administrative support for a financial advisor. Since you will be the first person clients see as they...

  • Automotive Service Advisor

    2 weeks ago

    Ponoka, Canada Summit Ram Full time

    **SUMMIT RAM is NOW HIRING a Service Advisor / Writer to work in our busy Service Department! Are you ready to showcase your automotive after-sales talent at a store that refuses to slow down...APPLY TODAY!!** At **Summit Ram,** a proud member of the Kaizen Automotive Group, we value accountability, integrity, and professionalism. We believe in employing...

  • Client Advisor

    1 week ago

    Ponoka, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Foreman - Agriculture

    4 days ago

    Ponoka, Canada Brandt Full time

    Our Ponoka branch is looking for an exceptional individual with a strong Agriculture background to join our service department as a Foreman for our John Deere Agriculture dealership. The Foreman is responsible for the effective supervision of the Service Department to ensure that quality standards and productivity requirements are met in accordance with...

  • Foreman - Agriculture

    1 week ago

    Ponoka, Canada Brandt Full time

    Our Ponoka branch is looking for an exceptional individual with a strong Agriculture background to join our service department as a Foreman**for our John Deere Agriculture dealership. The Foreman is responsible for the effective supervision of the Service Department to ensure that quality standards and productivity requirements are met in accordance with...

  • Commercial Tire Technician

    3 days ago

    Ponoka, Canada Fountain Tire Full time

    Overview: Looking for a career instead of a job? Then come join the dynamic world of commercial tire service! **Fountain Tire Ponoka **is looking for a responsible, safe and dedicated associate to join our team as an experienced **Commercial Tire Technician.** **What each day will bring**: - Something different! You never know what kind of vehicle or...

  • Retail Store Manager

    1 week ago

    Ponoka, Canada JN&Nel Pinoy Store Teamoty Full time

    **Job Posting: Retail Store Manager (Filipino Grocery and Cultural Goods)** **Employer**: JN&Nel Pinoy Store / Teamoty **Business Location**: #140, 6701 - 53 Street, Ponoka, AB, T4J 1J8 **Job Location**: Same as business location **Position Type**: Full-Time, Permanent **Number of Positions**: 1 **Anticipated Start Date**: September 1, 2025 **Hours of...

  • Cosmetics Manager Lg Vol

    1 week ago

    Ponoka, Canada Shoppers Drug Mart Pharmaprix Full time

    **Location**: 5015 50Th Street, Po Box 6501, Ponoka, Alberta, T4J 0C1 Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. **Why this role is important?** **SUMMARY**: To manage resources of the Cosmetic department in order to maximize...

Financial Advisor Associate

2 weeks ago

Ponoka, Canada Servus Credit Union Full time

**Additional information: This location is open Monday - Friday.**

**This is a full time position.**

Servus is growing We are currently looking for a **Financial Advisor Associate **at our **Ponoka** Branch.**

Reporting to the Assistant Branch Manager, our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

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

- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
- Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
- Opening and reviewing new accounts, following up with members as per member service guidelines.
- Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
- Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
- With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

**Requirements**:
To qualify, you will need at least **1 year of retail banking or sales experience in addition to your high school diploma.**

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

- Post-secondary education in Finance (or related studies)

**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 program available after 3 months
- 3 weeks' vacation and vacation purchase program
- Flexible group benefit plan
- Flexible health and/or wellness spending account
- Employee/family assistance program

**What happens next?