Financial Advisor Associate - Lacombe

Servus Credit Union; City of Lacombe; On-site; CAD 35,000 - 55,000; Part time

Job summary

Join a forward-thinking credit union as a part-time Financial Advisor Associate in Lacombe. This role is perfect for those passionate about helping members achieve financial wellness. You will engage with clients, process transactions, and provide tailored advice to enhance their financial health. With a commitment to community and member service, this position offers a unique opportunity to grow within a supportive environment. Experience the satisfaction of making a difference while enjoying competitive compensation and benefits that align with your personal goals.

Benefits

Training & Development Opportunities

Career Advancement Potential

Flexible Work Options

Performance-based Incentives

Profit Sharing

Voting Rights

Community Involvement Opportunities

Qualifications

• 1+ years of retail banking or sales experience required.
• High school diploma is mandatory; post-secondary education preferred.

Responsibilities

• Prepare documents for member meetings and follow up proactively.
• Process daily banking transactions and recommend products.

Skills

Retail Banking Experience

Sales Experience

Customer Service Skills

Education

High School Diploma

Post-secondary Education in Finance

IFIC Certification

Job description

Posting closes: May 22, 2025 @ 4:00 pm (MST)

Employment Status: Temporary (up to 18 months); part-time (Monday - Saturday branch; extended hours); guaranteed minimum 20 hours/week

Servus is growing! We are currently looking for a part-time Financial Advisor Associate for our Lacombe branch.

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.

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

The scope of your responsibilities will include, but are not limited to:

1. Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
2. Review personal accounts for completeness, accuracy, and compliance, and identify recommendations to improve members' financial fitness.
3. Open and review new accounts, follow up with members per service guidelines.
4. Prepare and enter loan application information.
5. Support branch activities to grow new memberships and strengthen financial relationships.
6. Differentiate clearly between credit union and competitor products and services.
7. Present advice and solutions to improve members' financial situations.
8. Process member transactions accurately, including deposits, withdrawals, loan and utility payments, money orders, credit card advances, foreign and domestic exchange calculations, and cheque cashing.

Requirements

To qualify, you need at least 1 year of retail banking or sales experience and a high school diploma. Preferred qualifications include:

• Post-secondary education in Finance or related fields
• IFIC certification

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

Benefits

Working for Servus offers outstanding benefits, including health and wellness, vacation, retirement savings, and more, such as:

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive compensation including performance-based incentives
• Meaningful work aligned with personal and corporate goals
• Opportunities for community involvement and volunteering

For more information about benefits, Click Here.

As employees and members, you'll enjoy profit sharing, voting rights, and additional perks.

Next steps

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

We value diverse backgrounds and experiences. Even if you don't meet every requirement, we encourage you to apply and discover a sense of belonging at Servus.