Job Description

Did you know that Servus Credit Union is Alberta\'s largest credit union and is ranked #1 in Canada on Forbes\xe2\x80\x99 World\xe2\x80\x99s Best Banks list for 2022?

Compensation is based on experience and education: $50,850 - $71,091 per annum base salary.

We are looking for a Financial Advisor in Lloydminster at the Atrium branch!

We are looking for individuals who are gutsy, smart and drive. Someone who cares about the financial fitness of our members and is ready to reimagine what that looks like. If you are passionate about guiding our members to meet their personal goals, this is the job for you!

As a Financial Advisor you are driven to develop your knowledge and technical expertise so you can confidently deliver all financial products, including lending and investments. You educate our members, using wealth management and debt management concepts, and identify opportunities to refer or sell additional products and services. Most importantly, you\'ll develop long term relationships with members, building trust and delivering customized financial solutions, ensuring success for our members, the branch, and Servus.

You are ready to meet members in a coffee shop, a restaurant or even where they work! You simply pick up your tablet and meet them where they are. Members love the convenience of having their Financial Advisor come to them and you enjoy getting out of the office.

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

• Passionate about sales and referral targets
• Develop new business by identifying opportunities through networking and community involvement. while maintaining Servus\' positive image in the community
• Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs and reimagine their financial fitness
• Educate yourself about the local market 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

Requirements

To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service.

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 who align with our values. We live our values in how we do business. We\'re not afraid to be different \xe2\x80\x93 in fact, we embrace our differences. We have a spirit that motivates us to give our best service to members every day. It\'s our values that attract many people to Servus \xe2\x80\x93 and keep them with us. We embrace our culture and heritage, and we pride ourselves on our strong commitment to the communities we serve and our 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. 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: No fee bank accounts and staff rates on loans, mortgages, investments and Mastercards
• Group RSP programs available after 3 months
• 3-week vacation and vacation purchase program
• Personal care days
• Flexible group benefit plan
• Flexible health and/or wellness spending account
• Employee/family assistance program

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

What happens next?

Thank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at with the position and location you are interested in.

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Servus Credit Union