Job Description

:

Apply before January 12, 2024

Compensation: $52,121 - $65,152 per annum
Employment type: Full-time temporary (18 months)

Servus Credit Union is Alberta\'s largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada\'s Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World\'s Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.

We\'re looking for a full-time Financial Advisor at our Westlock Branch!
Reporting to the Branch Manager, your primary objective is to bring our 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 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:

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.

Benefits:

Why work for us?

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:

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual corporate goals

For information about these benefits and more,

What happens next?

Click on the link below to apply for this amazing opportunity. If you\'re shortlisted, you\'ll hear from us after the posting closes. Should you require an accommodation during the application and selection process, send us a quick email at with the position and location you\'re interested in.

We\'re not just banking on numbers; we\'re investing in the power of belonging. At Servus, we\'re a team of unique authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity could be the perfect fit for Servus so even if you don\'t meet every qualification, we encourage you to apply!

#indh

Servus Credit Union