Financial Advisor Associate

Servus Credit Union; Town of Westlock; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Advisor Associate to join their Westlock branch. This full-time role involves supporting members with their banking needs, preparing documentation, and processing transactions. The ideal candidate will have a passion for customer service and a strong background in retail banking or sales. Join a diverse team committed to enhancing financial well-being in the community while enjoying competitive compensation and opportunities for career growth. This is a chance to make a meaningful impact in people's financial lives.

Benefits

Training & Development

Career Growth Opportunities

Flexible Work Arrangements

Competitive Compensation with Performance Incentives

Volunteer Opportunities

Qualifications

• 1+ year of retail banking or sales experience required.
• High school diploma is mandatory.

Responsibilities

• Prepare documents for member meetings and maintain proactive contact.
• Process daily banking transactions and recommend financial products.

Skills

Retail Banking Experience

Sales Skills

Customer Service

Education

High School Diploma

Post-secondary Education in Finance

Job description

Posting Closes: May 21, 2025 at 4:00 pm MST

Employment Status: Full-time, permanent

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 in a row, we are a team of smart, gutsy, and driven individuals.

We are seeking a full-time Financial Advisor Associate for our Westlock branch.

Reporting to the Branch Manager, the Financial Advisor Associate plays an essential role by supporting our members with their banking needs. Responsibilities include preparing documents for member meetings, maintaining proactive contact and follow-up, handling walk-in member discussions, and performing administrative and branch support activities. You will also process daily banking transactions and recommend products and services to enhance our members' financial well-being.

Key responsibilities include:

1. Gathering and documenting information for financial advisor discussions.
2. Reviewing accounts for completeness, accuracy, and compliance, and identifying recommendations to improve members' financial health.
3. Opening and reviewing new accounts and following up with members according to service guidelines.
4. Preparing and submitting loan applications.
5. Supporting branch efforts to grow memberships and strengthen existing relationships.
6. Differentiating between credit union and competitor products, and presenting advice to improve members' financial situations.
7. Processing transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, and foreign exchange.

Qualifications:

• 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.
• IFIC certification.

We value candidates whose personal values align with our cooperative principles. We embrace diversity, celebrate our credit union culture, and are committed to our member-owners and communities.

Benefits include:

• Training & Development
• Career growth opportunities
• Flexible work arrangements
• Competitive compensation with performance incentives
• Meaningful work aligned with personal and organizational goals
• Volunteer opportunities

For more information about our benefits, click here.

As members, employees enjoy benefits like profit sharing, voting rights, and additional services.

Next steps:

Only selected applicants will be contacted for interviews. Please inform us if accommodations are needed during the hiring process.

Join a diverse, authentic team dedicated to reimagining financial fitness. We value varied backgrounds and experiences and encourage you to apply even if you don’t meet every qualification.

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