Financial Advisor- Millwoods

Connect First Credit Union; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading credit union is seeking a dedicated Financial Advisor for their Millwoods branch in Canada. The role involves building long-term member relationships, exceeding sales targets, and customizing financial solutions to enhance member satisfaction. Candidates should have at least 2 years of experience in retail banking or a related field. The position comes with competitive compensation, flexible work options, and additional benefits that foster personal and professional growth.

Benefits

Performance-based incentive pay

Profit sharing

Flexible work options

Employee volunteer program

Qualifications

• 2 years of retail banking or related financial industry experience required.
• Candidates should be passionate and values-driven individuals.

Responsibilities

• Develop long-term relationships with members.
• Identify financial opportunities for members.
• Meet and exceed sales targets.

Skills

Sales skills

Customer service

Communication

Education

High school diploma

Post-secondary education in Finance

Job description

Overview

We are hiring for a full-time Financial Advisor at our Millwoods branch.

Employment Status: Full-time; Mon. - Sat. branch

Posting closes: September 16th 2025

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.

Responsibilities

• Reporting to the Assistant Branch Manager, your primary objective is to develop long term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money.
• 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

Qualifications

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)

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?

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
• 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!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.