Financial Advisor Associate - Lacombe

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

Job summary

An established industry player is seeking a part-time Financial Advisor Associate to join their Lacombe branch. In this dynamic role, you will support members with their banking needs, ensuring they feel confident about their financial decisions. Your responsibilities will include preparing documents for meetings, processing daily transactions, and providing financial fitness recommendations. This position offers a unique opportunity to grow within a cooperative environment that values diversity and community involvement. If you are passionate about helping others and possess retail banking or sales experience, this role could be your next career step.

Benefits

Health and Wellness Programs

Flexible Work Options

Vacation and Retirement Plans

Training and Development

Career Growth Opportunities

Profit Sharing

Voting Rights

Volunteer Programs

Qualifications

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

Responsibilities

• Gather and document information for financial advisor conversations.
• Process transactions accurately including deposits and withdrawals.
• Prepare loan applications and review new accounts.

Skills

Retail Banking Experience

Sales Experience

Customer Service

Financial Recommendations

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 (~ 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 on Forbes World's Best Banks list for two years, we are a team of smart, gutsy, and driven individuals.

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

Key responsibilities include:

1. Gathering and documenting information for financial advisor conversations.
2. Reviewing accounts for accuracy and compliance, and providing financial fitness recommendations.
3. Opening and reviewing new accounts, following up with members.
4. Preparing loan applications.
5. Supporting branch activities to grow memberships and strengthen financial relationships.
6. Differentiating between credit union and competitor products and services.
7. Presenting advice and solutions to improve members' financial situations.
8. Processing transactions such as deposits, withdrawals, loan payments, and currency exchanges with accuracy.

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

• 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 culture, and are committed to our member-owners and communities.

Our benefits include health and wellness programs, vacation and retirement plans, training and development, career growth opportunities, flexible work options, competitive pay with incentives, and a chance to give back through volunteer programs. Click here for more information.

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

Next steps?

Only shortlisted candidates will be contacted. Please inform us if you require accommodations during the hiring process.

Join a team that values diversity and authentic individuals. We encourage all interested candidates to apply, even if you don’t meet every qualification.