Financial Advisor - Legacy

Servus Credit Union; Calgary; On-site; CAD 52,000 - 73,000; Full time

Job summary

Join a forward-thinking financial institution as a Full-time Financial Advisor, where you will play a vital role in shaping members' financial fitness. This position emphasizes building trust and delivering customized financial solutions tailored to individual needs. You will work in a supportive environment that values teamwork and community engagement, all while contributing to a culture of positivity and collaboration. With opportunities for career advancement and development, this role is perfect for those passionate about making a difference in people's financial lives. If you are ready to take the next step in your career, this is the opportunity for you!

Benefits

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Performance-based incentive pay

Employee volunteer program

Qualifications

• Minimum 2 years experience in retail banking or financial industry.
• High school diploma required; post-secondary education is a plus.

Responsibilities

• Develop long-term relationships with members and provide financial solutions.
• Meet sales targets and participate in business development plans.
• Ensure compliance with audits, policies, and regulatory requirements.

Skills

Customer Service

Sales Skills

Communication Skills

Financial Solutions Knowledge

Education

High School Diploma

Post-secondary Education in Finance

Investment Funds in Canada Course & License

Personal Financial Service Advice Certificate

Financial Planning I Certificate

Job description

Posting Closes: March 14, 2025

Employment Status: Full-time - 37.5 hours per week, this location is open Monday to Saturday with extended hours on Thursday and Friday. Interested candidates must be available to work varied shifts of the branch operation.

Compensation: $52,121- $72,869- Based on experience

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.

Servus is growing! We are currently looking for a Full-time Financial Advisor at our Legacy Branch.

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.

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

• 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

Requirements

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.

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

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

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!