Job Description

Did you know that our client, Servus Credit Union is Alberta\'s largest credit union and is ranked #1 in Canada on Forbes\' World\'s Best Banks list for 2022?

Servus is embarking on a bold new vision which requires transformational change. Gone are the days of status quo as we build out a workforce of leaders who can take Servus to the next level! If you have been a key stakeholder in leading a team through an innovative approach to growth, we\'d love to chat with you.

We are looking for a full-time Financial Advisor to join Servus Credit Union, Athabasca Branch.

Additional Information:

• Salary Range: $50,850 - $71,091 per annum (depending on experience and qualifications), plus incentive plans
• Employment Status: Full-time permanent (37.5 hours a week); entitled to full benefits.
• Closing Date: This job advertisement will remain open until we find a suitable candidate for this role.
• Athabasca branch operation is Monday to Friday, and presence is required at the branch. This is not a remote job.

Reporting to the Branch Manager, your primary goal is to develop 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

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.

There is an expectation for this role to be licensed in Mutual Funds.

• If you do not have a license, Servus will support your learning to pass the licensing exam, within 24 months from date of hire.
• If you already have a license, the team will be able to hire you at a higher level.

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)

Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! They provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.

Most importantly, Servus is looking for candidates who align with their values. Servus lives their values in how they do business. They\'re not afraid to be different - in fact, they embrace their differences. They have a spirit that motivates them to give their best service to members every day. It\'s Servus\' values that attract many people to the organization - and keep them. They embrace the Servus culture and heritage, and they pride themselves on their strong commitment to the communities they serve and their efforts to build and maintain member loyalty. If this sounds like you, then we encourage you to apply!

Benefits

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

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

Servus is building a culture where diversity, equity, inclusion, and belonging are at the center of why they work and how they work. If you want to join a team of community leaders passionate in making an impact, apply now!

Robert Half