Financial Advisor Associate - Namao

Servus Credit Union; Edmonton; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading credit union in Alberta is seeking a full-time Financial Advisor Associate for their Namao branch. The role involves supporting members with banking needs, processing transactions, and providing financial advice. Candidates should have retail banking experience and a high school diploma, with opportunities for training and career growth.

Benefits

Health Benefits

Wellness Programs

Vacation

Retirement Savings

Training & Development

Career Growth

Flexible Work Arrangements

Competitive Compensation

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 meetings and follow up with members.
• Process transactions accurately, including deposits and withdrawals.
• Review accounts for accuracy and compliance.

Skills

Retail Banking

Sales

Education

High School Diploma

Post-secondary education in Finance

Job description

Posting Closes:

May 19, 2025

Employment Status:

Full-time - 37.5 hours per week

Additional Information:

This location is open Monday to Saturday. Candidates must have the flexibility to work a variety of shifts including later evenings on Thursday and Friday, and until 3 pm on Saturday.

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 Namao branch.

Reporting to the Branch Manager, the Financial Advisor Associate plays an integral role by supporting members with banking needs. Responsibilities include preparing documents for meetings, proactive contact and follow-up with members, handling walk-in discussions, and supporting branch activities such as processing transactions and recommending products and services.

Specific responsibilities include:

• Gathering and documenting information for financial conversations.
• Reviewing accounts for accuracy and compliance, and identifying recommendations to improve members' financial health.
• Opening and reviewing new accounts and following up with members.
• Preparing and submitting loan applications.
• Supporting efforts to grow memberships and strengthen relationships.
• Differentiating our products from competitors and advising members on solutions.
• Processing transactions accurately, including deposits, withdrawals, payments, money orders, credit card advances, foreign and domestic exchange, and cheque cashing.

Requirements

To qualify, candidates 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 principles. We embrace diversity, celebrate our culture, and are committed to our member-owners and communities.

Benefits

Working at Servus offers outstanding benefits, including health, wellness, vacation, retirement savings, and more. Additional benefits include:

• Training & Development
• Career Growth
• Flexible Work Arrangements
• Competitive Compensation with performance incentives
• Meaningful work aligned with personal and corporate goals
• Volunteer opportunities

For more details, click here.

At Servus, employees are also members, enjoying profit sharing, voting rights, and other member benefits.

Next Steps

Only selected applicants will be contacted for interviews. Please inform us of any accommodations needed during the process.

Join a team of unique, authentic individuals dedicated to reimagining financial fitness. We value diverse backgrounds and experiences, and welcome your application even if you don't meet every requirement.