Current jobs related to Financial Advisor - Leduc, Alberta - Servus Credit Union
-
Mobile Mortgage Specialist
2 days ago
Leduc, Alberta, Canada TD Full time US$50,000 - US$100,000 per yearWork Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$0.00 - $0.00 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...
-
Insurance Advisor
4 days ago
Leduc, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition...
-
Insurance Advisor
1 week ago
Leduc, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition...
-
AI-Powered Personal Financial Advisor
1 week ago
Leduc, Canada CIBC Full timeA Canadian banking institution is seeking a passionate Associate Financial Advisor in Leduc to engage with clients and recommend personalized financial solutions. You'll play a pivotal role in building relationships and achieving business development goals, contributing to both client satisfaction and CIBC's growth. Ideal candidates will have a commitment to...
-
Leduc, Canada Yourchamber Full timeA leading Canadian financial services co-operative is seeking a Financial Advisor to manage their own agency and contribute to the sales and growth of life, group, and wealth management products. The ideal candidate will have a Life License, experience in financial services, and strong communication skills. This role offers career growth and competitive...
-
Leduc, Canada Connect First Credit Union Full timeA leading financial institution in Leduc is seeking a Financial Advisor to develop long-term relationships with members and provide customized financial solutions. Applicants should have at least 2 years in retail banking or a related field and possess a high school diploma. The role includes meeting sales targets, engaging with clients, and promoting...
-
Associate Financial Advisor
1 week ago
Leduc, Canada CIBC Full time1 day ago Be among the first 25 applicants Get AI‑powered advice on this job and more exclusive features. 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...
-
Financial Advisor
6 days ago
Leduc, Canada Servus Credit Union Full time**Join Servus Credit Union** - **Canada’s Largest Credit Union!** We are hiring for a full-time **Financial Advisor** at our **Leduc** branch! **Employment Status**:Temporary, 11-month contract. Full-time, 37.5 hours per week **Posting closes**: November 7, 2025 At **Servus Credit Union**, we do things differently—because we’re a credit union, not...
-
City of Leduc, Canada Yourchamber Full timeA leading Canadian financial services co-operative is seeking a Financial Advisor to manage their own agency and contribute to the sales and growth of life, group, and wealth management products. The ideal candidate will have a Life License, experience in financial services, and strong communication skills. This role offers career growth and competitive...
-
City of Leduc, Canada Yourchamber Full timeA leading Canadian financial services co-operative is seeking a Financial Advisor to manage their own agency and contribute to the sales and growth of life, group, and wealth management products. The ideal candidate will have a Life License, experience in financial services, and strong communication skills. This role offers career growth and competitive...
-
Service Advisor
2 weeks ago
Leduc, Canada Auto Glass Solutions (Leduc) Full timeAuto Glass Solutions is looking to add a Service Advisor to our team as we continue to grow and expand. Our team excels in a fast-paced environment while still having fun. **RESPONSIBILITIES**: - Develop and maintain retail customers and account relationships - Maintain exceptional customer service - Exceptional phone edict and sense of ownership to...
Financial Advisor
2 weeks ago
Canada's Largest Credit Union
We are hiring for a full-time
Financial Advisor
at our
Okotoks
branch
Employment Status:
Temporary, 11-month contract. Full-time, 37.5 hours per week
Posting closes:
November 7, 2025
At
Servus Credit Union
, we do things differently—because we're a credit union, not a bank. And that difference matters.
We believe in putting
people before profits
, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most:
our members, our employees, and our communities
. Whether it's through profit sharing, competitive rates, or local initiatives that make a real impact, we're here to help Albertans feel good about their money.
We're looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that's innovative, hardworking, collaborative and deeply rooted in community,
we want to meet you
.
Join Servus and discover a better way to work.
Reporting to the Branch Manager, your primary objective is to develop long term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money.
What You'll Be Doing
- 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
What You Bring
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)
Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
Why Servus?
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:
- Competitive compensation including performance-based incentive pay and profit share
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks
What happens next?
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to
apply
Employment Eligibility:
The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.
Qualified applicants are invited to apply online.
We thank all applicants for their interest. Please note applications will only be accepted online and
only those applicants under consideration will be contacted.
