Financial Advisor - Ponoka

Servus Credit Union; Ponoka; On-site; CAD 55,000 - 75,000; Full time

Job summary

Servus Credit Union is seeking a full-time Financial Advisor in Ponoka, AB. The role focuses on fostering relationships with members, offering tailored financial solutions, and achieving sales targets. Candidates should have experience in retail banking and a high school diploma. The position offers excellent benefits and opportunities for career progression.

Benefits

Health and Wellness Programs

Vacation and Retirement Plans

Training & Development Opportunities

Career Progression

Flexible Work Arrangements

Competitive Compensation with Performance Incentives

Community Involvement Opportunities

Qualifications

• At least 2 years of experience in retail banking or related financial services.
• Preferably in sales or customer service.

Responsibilities

• Matching members with suitable products to improve financial fitness.
• Achieving and surpassing sales targets.
• Delivering exceptional member service.

Skills

Sales

Customer Service

Communication

Education

High School Diploma

Post-secondary education in Finance

Job description

Posting Closes: May 23, 2025

Employment Status: Full-time (Monday - Friday branch)

We are currently seeking a full-time Financial Advisor at our branch in Ponoka, AB.

Servus Credit Union is Alberta's largest member-owned credit union, committed to building strong communities by supporting our members' financial well-being. 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, we are a team of dedicated and innovative individuals.

Reporting to the Assistant Branch Manager, your main goal is to foster long-term relationships with members, build trust, and offer tailored financial solutions to enhance their financial health.

Key responsibilities include, but are not limited to:

• Matching members with suitable products and solutions to improve their financial fitness
• Achieving and surpassing sales targets and referral objectives
• Participating in business development initiatives through marketing campaigns
• Communicating effectively to understand members' needs
• Maintaining up-to-date knowledge of our banking and investment services (e.g., mutual funds, credits, loans, investment planning)
• Referring members to Wealth Management, Business Banking, and third-party providers
• Staying informed about local market trends and economic factors
• Following all policies, procedures, and regulatory standards to minimize risks
• Delivering exceptional member service based on Servus' best practices
• Contributing positively to our team-oriented and community-focused culture
• Representing Servus positively within the community

To qualify, candidates should have at least 2 years of experience in retail banking or related financial services, preferably in sales or customer service, along with a high school diploma.

Preferred additional qualifications include:

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

We value candidates whose personal values align with our cooperative principles. We embrace diversity, celebrate our credit union heritage, and are dedicated to serving our members and communities.

Working at Servus offers excellent benefits, including health and wellness programs, vacation and retirement plans, and additional perks such as:

• Training & Development Opportunities
• Career Progression
• Flexible Work Arrangements
• Competitive Compensation with Performance Incentives
• Meaningful Work Aligned with Goals
• Community Involvement Opportunities

For more information about our benefits, click here.

As a member of Servus, you'll enjoy all the advantages of being a credit union member, including profit sharing, voting rights, and exclusive services, along with some additional benefits.

Next steps?

Only shortlisted candidates will be contacted for interviews. Please inform us if you require accommodations during the hiring process.

Join a diverse and authentic team dedicated to reimagining financial fitness. We value the unique backgrounds and experiences that each individual brings, and we encourage you to apply even if you don't meet every qualification.