Financial Advisor Associate

Servus Credit Union; Hamlet of Lac la Biche; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor Associate to join their Lac La Biche branch. This full-time temporary position offers a unique opportunity to support members with their banking needs while engaging in meaningful work that strengthens financial relationships. The role involves preparing for member meetings, processing transactions, and providing proactive support to enhance member satisfaction. With a commitment to community and diversity, this organization fosters a collaborative environment where your contributions will make a real difference. If you are passionate about helping others achieve financial wellness, this role is perfect for you.

Benefits

Health and Wellness Programs

Vacation and Retirement Savings

Training and Development

Career Growth

Flexible Work Options

Competitive Compensation with Incentives

Profit Sharing

Voting Rights

Volunteer Opportunities

Qualifications

• At least 1 year of retail banking or sales experience.
• High school diploma required; post-secondary education preferred.

Responsibilities

• Prepare documents for member meetings and provide follow-up.
• Process daily banking transactions accurately.
• Review personal accounts for accuracy and compliance.

Skills

Retail Banking Experience

Sales Experience

Customer Service

Education

High School Diploma

Post-Secondary Education in Finance

Job description

Posting Closes: May 14, 2025 at 4:00 pm MST

Employment Status: Full-time, temporary 10-month contract - 37.5 hours per week

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. Recognized as one of Canada's Best Managed Companies for 20 consecutive years and ranked among the top banks in Canada on Forbes World's Best Banks list for two years, we are a team of smart, gutsy, and driven individuals.

We are seeking a full-time temporary Financial Advisor Associate at our Lac La Biche branch.

Reporting to the Branch Manager, the Financial Advisor Associate plays an essential role in supporting our members with their banking needs. Responsibilities include preparing documents for member meetings, providing proactive contact and follow-up, handling walk-in member discussions, and performing various administrative and support activities. You will also process daily banking transactions and recommend products and services to ensure members feel good about their money.

Specific responsibilities include, but are not limited to:

1. Gathering and documenting information for financial discussions.
2. Reviewing personal accounts for accuracy, completeness, and compliance, and identifying financial improvement opportunities.
3. Opening and reviewing new accounts, and following up with members per service guidelines.
4. Preparing and entering loan applications.
5. Supporting branch initiatives to grow memberships and strengthen financial relationships.
6. Differentiating credit union products from competitors and presenting advice to improve members' financial situations.
7. Processing transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, foreign and domestic exchange, and cheque cashing with accuracy.

Qualifications include at least 1 year of retail banking or sales experience and a high school diploma.

Preferred but not required: post-secondary education in Finance or related fields, and IFIC certification.

We seek candidates whose personal values align with our cooperative principles. We embrace diversity and celebrate our credit union culture, emphasizing our commitment to members and communities.

Benefits include health and wellness programs, vacation and retirement savings, training and development, career growth, flexible work options, competitive compensation with incentives, meaningful work, and volunteer opportunities. Click here for more details.

As a member-employee, you'll enjoy benefits such as profit sharing, voting rights, and additional perks.

Next steps: Only shortlisted candidates will be contacted for interviews. Please inform us of any accommodation needs during the hiring process.

Join a diverse team committed to reimagining financial fitness. We value unique backgrounds and experiences and encourage you to apply even if you don’t meet every requirement.