Financial Advisor - Coventry Hills

Servus Credit Union; Calgary; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Profit sharing

Training & development

Career advancement

Flexible work options

Volunteer program

Job summary

Servus Credit Union in Calgary invites you to join our Coventry Hills Branch as a Financial Advisor. We’re a Alberta-based credit union focused on people before profits, helping members achieve their financial fitness.

Reporting to the Branch Manager, you will build long-term member relationships, match members with products, meet sales targets, and collaborate with Wealth Management and Business Banking teams while upholding our cooperative values.

Qualifications

• At least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.
• Post-secondary education in Finance, IFIC, PFSA, FP1 are preferred certifications.

Responsibilities

• Identify opportunities to match members with the right products and solutions that help shape their financial fitness.
• Meet and exceed sales targets and referral goals.
• Develop ongoing knowledge of our current investment/retail banking services and products.
• Promote referrals to Wealth Management, Business Banking teams and third-party providers.
• Build knowledge of the local market, competitive offers, and economic trends.
• Provide outstanding member experience while adhering to Servus' best practices.

Skills

Retail banking experience

Sales experience

Customer service

Education

Post-secondary education in Finance

Investment Funds in Canada Course (IFIC)

Personal Financial Service Advice (PFSA)

Financial Planning I (FP1)

Job description

Canada’s Largest Credit Union!
We are hiring for a

Coventry Hills Branch.

Join Servus Credit Union - Canada’s Largest Credit Union!
We are hiring for a Financial Advisor in our Coventry Hills Branch.
At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.

What You’ll Be Doing

• Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
• Meeting and exceeding sales targets and referral goals
• Participating and assisting in business development plans through corporate/branch marketing campaigns
• Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
• Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
• Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
• Building a comprehensive knowledge of the local market, competitive offers, and economic trends
• Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
• Providing outstanding member experience by adhering to Servus' best practices
• Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
• Maintaining Servus' positive image in the community

What You Bring

To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.

Preference will be given to candidates with the following education/certificates:

• Post-secondary education in Finance (or related studies)
• Investment Funds in Canada Course & License (IFIC)
• Personal Financial Service Advice (PFSA)
• Financial Planning I (FP1)

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.

Why Servus?

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:

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

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 financial services we provide…with a few additional perks!

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.

Employment Eligibility for external candidates: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.