Financial Advisor - 5th Avenue Branch Calgary

Servus Credit Union; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

Servus Credit Union, Alberta's largest member-owned credit union, is seeking a Financial Advisor for their 5th Avenue Place Branch in Calgary. This full-time position involves building relationships, meeting sales targets, and providing tailored financial solutions to members, with a focus on teamwork and community impact. The role offers a competitive salary and extensive training opportunities.

Benefits

Immediate financial service benefits

Group RSP programs available after 3 months

Minimum 3 weeks vacation and vacation purchase program

Flexible group benefit plan

Flexible health and/or wellness spending account

Employee/family assistance program

Profit Share

Qualifications

• At least 2 years of retail banking or related financial industry experience.
• Experience in sales or customer service is preferred.
• Strong desire to learn and improve financial intelligence.

Responsibilities

• Develop relationships with members and deliver customized financial solutions.
• Meet and exceed sales targets and referral goals.
• Maintain compliance with audits, policies, and regulatory requirements.

Skills

Sales

Customer Service

Communication

Education

High School Diploma

Post-secondary education in Finance (or related studies)

Job description

This posting will remain open until the position has been successfully filled

Employment status: Full-Time, Permanent

Please Note: This Branch is open Monday- Friday

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 an experienced Financial Advisor at our 5th Avenue Place Branch in downtown Calgary!

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

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.

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
• Group RSP programs available after 3 months
• Minimum 3 weeks vacation and vacation purchase program
• Flexible group benefit plan
• Flexible health and/or wellness spending account
• Employee/family assistance program
• Profit Share

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success.If you want to join a team ofcommunity leaderspassionate 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 [e-mail] with the position and location you are interested in.

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