Job Description

Our client, Servus Credit Union is growing! We are currently looking for a Financial Advisor at their Drayton Valley branch.

Reporting to the Branch Manager, your primary goal is to bring Servus' 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 finding out their immediate needs
• Developing ongoing knowledge of Servus' current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
• Promoting referrals to Servus' Wealth Management, Business Banking teams, and 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 2-5 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)

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 with enthusiastic energy and impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!

Benefits

Working for Servus has outstanding benefits. They offer 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!