Financial Advisor - Remote

Servus Credit Union; Alberta; Remote; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a driven Financial Advisor to join their Member Contact Centre. This full-time remote position offers the chance to make a significant impact by providing exceptional service and sound financial advice to members. With flexible shifts and a commitment to community and diversity, you will connect with members through various channels, identify sales opportunities, and resolve inquiries. Join a diverse team that values authenticity and community, and enjoy competitive pay, career growth, and meaningful work.

Benefits

Health and Wellness Benefits

Vacation

Retirement Savings

Training & Development

Career Growth

Flexible Work Options

Competitive Pay with Incentives

Profit Sharing

Voting Rights

Qualifications

• 2+ years of successful sales experience, preferably in customer service or retail banking.
• Strong ability to connect with members and identify sales opportunities.

Responsibilities

• Provide exceptional service via inbound calls, emails, and chat.
• Identify and pursue sales opportunities to match members with products.

Skills

Sales Techniques

Negotiation Skills

Customer Service

Multitasking

Technical Support

Education

High School Diploma

Post-secondary Education in Finance

Job description

Posting Closes: Open until filled

Employment Status: Full-time, permanent

Additional Information: This full-time position requires flexible shifts, as our contact centre operates 24/7, including rotational days, evenings, weekends, and holidays. Scheduled hours will be between 6:00 AM and 10:00 PM.

This position is fully remote; applicants must reside within Alberta.

Are you a driven sales professional looking to make a significant impact? Join us as a Financial Advisor in our Member Contact Centre!

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong communities by helping members feel good about their money. Recognized as one of Canada's Best Managed Companies for 20 years and ranked among the top banks in Canada on Forbes’ World’s Best Banks list for two consecutive years, we are a team of smart, gutsy, and driven individuals.

Reporting to the Contact Centre Team Leads, you will play a crucial role in driving sales and providing exceptional personalized service to our members. Your responsibilities include connecting via online or phone to identify sales opportunities, resolve issues, process transactions, and offer sound financial advice.

Specific responsibilities include, but are not limited to:

• Answering member inquiries and providing exceptional service via inbound calls, emails, chat, SMS, and video calls.
• Demonstrating excellent sales techniques, negotiation skills, and the ability to close deals, alongside a professional telephone manner and strong multitasking abilities.
• Providing consistent member experience by adhering to standards and guidelines.
• Proactively identifying and pursuing sales opportunities to match members with suitable products and solutions.
• Assisting members with technical inquiries related to online and mobile banking (e.g., password resets, database updates, security tasks).
• Participating in individual, team, and corporate campaigns while maintaining call quality standards.

To qualify, you need at least 2 years of successful sales experience with measurable targets, preferably in customer service or retail banking, and a high school diploma.

Valuable assets include:

• Call centre experience
• Post-secondary education in Finance or related fields

We value candidates with flexible schedules, as the role requires day, evening, and weekend shifts.

We seek candidates whose personal values align with our cooperative principles, emphasizing our commitment to community, diversity, and member service.

Our benefits include health and wellness, vacation, retirement savings, training & development, career growth, flexible work options, competitive pay with incentives, meaningful work, and employee volunteer opportunities.

For more information about benefits, click here.

As employees and members, you'll enjoy additional perks such as profit sharing, voting rights, and more.

What happens next?

Only shortlisted applicants will be contacted for an interview. Please inform us if you require accommodations during the hiring process.

Join a diverse team that values authenticity and community. We encourage all interested candidates to apply, even if you don’t meet every qualification.