Job Description

Did you know that Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes' World's Best Banks list for 2022? We're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level - if this sounds like you, then we'd love to chat!

We are looking for a Financial Advisor at our Grande Prairie South 40 Branch.

Reporting to the Branch Manager, you play an integral role in the delivery of superior personalized service to our members. 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 will 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.

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
• 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 and maintaining knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credit, loans, investments, 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

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)

Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We 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, we are 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. 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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