Financial Advisor Associate
2 weeks ago
**Additional information: This location is open Monday - Saturday.**
Servus is growing We are currently looking for a **Financial Advisor Associate **at our **Southside Banking Centre 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?
-
Associate Wealth Advisor
3 days ago
Edmonton, Canada Connor, Clark & Lunn Financial Group Full time**Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, Alberta** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial...
-
Associate Financial Advisor
2 weeks ago
Edmonton, Alberta, Canada Co-operators Career Full timeCompany: CGICDepartment: West RegionEmployment Type: Regular Full-TimeWork Model: Remote Language: This role operates in English.The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize...
-
Financial Advisor Associate
2 weeks ago
Edmonton, Canada Servus Credit Union Full time**Additional information: Together these locations are open Monday - Saturday.** - **This is a 6 month contract position.**: - **This is a Full Time position (37.5 hours per week)** Servus is growing! We are currently looking for a **Financial Advisor Associate **at our **Manning and Palisades **Branches.** Reporting to the Assistant Branch Manager, our...
-
SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Edmonton, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Edmonton, Alberta time type Full time posted on Posted 2 Days Ago job requisition id JR00034436 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
-
SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Edmonton, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Edmonton, Alberta time type Full time posted on Posted 2 Days Ago job requisition id JR00034436 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
-
SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Edmonton, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Financial Advisor Associate
1 day ago
Edmonton, Canada Servus Credit Union Full time**Posting Closes**:June 20, 2025 **Employment Status**:Full time-37.5 hours per week **Additional Information**:This location is open Monday to Friday Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...
-
Financial Advisor Associate
1 day ago
Edmonton, Canada Servus Credit Union Full time**Posting Closes**:January 31, 2025 **Employment Status**:Full-time -37.5 hours per week**.** **Additional Information**:This location is open Monday to Friday. Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best...
-
Financial Advisor
2 weeks ago
Edmonton, Canada MD Financial Management Full timeRequisition ID: 190962 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. **Is this role right for...
-
Financial Advisor
3 days ago
Edmonton, Canada IFSG- Integrum Financial Solutions Group Full time**~Please read the entire posting before you apply~** **Company description** We aspire to become the financial services agency of choice for individuals, families, professionals, and small and medium-sized businesses in Alberta and beyond. We believe we can achieve this by putting our clients first, providing superior training to our independent Financial...
