Financial Advisor Associate - Morinville

Servus Credit Union; Morinville; On-site; CAD 45,000 - 70,000; Full time

Job summary

Join a forward-thinking credit union as a Financial Advisor Associate, where you'll play a vital role in supporting members' financial needs. This full-time position offers the chance to engage with clients, process transactions, and provide tailored financial advice. With a strong commitment to community and member service, this innovative firm values diverse backgrounds and experiences. Enjoy competitive compensation, flexible work options, and opportunities for career advancement while making a meaningful impact in the lives of members. If you're passionate about finance and helping others, this could be the perfect fit for you!

Benefits

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Competitive Compensation

Employee Volunteer Program

Qualifications

• 1 year of retail banking or sales experience required.
• Post-secondary education in Finance is a valuable asset.

Responsibilities

• Support members with banking needs and prepare documents for meetings.
• Process daily banking transactions and recommend products.

Skills

Retail Banking Experience

Sales Experience

Customer Service

Financial Analysis

Education

High School Diploma

Post-secondary Education in Finance

IFIC Certification

Job description

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Posting Closes: May 9, 2025

Employment Status: Full-time -37.5 hours per week.

Additional Information: This location is open Monday to 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 are looking for a full-time Financial Advisor Associate in our Morinville branch!

Reporting to the Branch Manager, our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
• Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
• Opening and reviewing new accounts, following up with members as per member service guidelines.
• Preparing and entering loan application information.
• Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
• Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
• With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
  
  
  

Requirements

To qualify, you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.

Although not required, the following education/certificates are valuable assets:

• Post-secondary education in Finance (or related studies)
• IFIC certification
  
  

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

Benefits

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
  
  
  

For Information About These Benefits And More, Click Here.

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide ... with a few additional perks!

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box we encourage you to apply!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at Servus Credit Union by 2x

Sign in to set job alerts for “Financial Advisor” roles.

Lancaster Park, Alberta, Canada 15 hours ago

2025 Wealth Management, Fall Administrative Assistant (4-16 months)

Investment and Planning Consultant - Edmonton and Surrounding area

Financial Planner, Investment and Retirement Planning

Greater Edmonton Metropolitan Area 1 month ago

Sherwood Park, Alberta, Canada 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.