Financial Advisor - Seton

Servus Credit Union Ltd.; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading credit union in Alberta is seeking a Full-time Financial Advisor for their Seton Branch. The role focuses on developing long-term member relationships and delivering customized financial solutions. Candidates should have retail banking experience and a high school diploma. The position offers competitive compensation, training opportunities, and a collaborative work environment.

Benefits

Training & Development Opportunities

Career Advancement

Flexible work options

Competitive compensation with performance incentives

Volunteer opportunities

Qualifications

• At least 2 years of retail banking or related financial industry experience.
• Experience preferably in sales or customer service.

Responsibilities

• Matching members with the right products and solutions.
• Meeting and exceeding sales targets and referral goals.
• Engaging members to identify their immediate needs.

Skills

Sales

Customer Service

Financial Solutions

Education

High School Diploma

Post-secondary education in Finance

Job description

Posting Closes:

May 28, 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 within branch operations.

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. 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 smart, gutsy, and driven individuals.

Servus is growing! We are currently seeking a Full-time Financial Advisor at our Seton Branch.

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

Your responsibilities will include, but are not limited to:

• Matching members with the right products and solutions to improve their financial fitness
• Meeting and exceeding sales targets and referral goals
• Participating in business development plans through marketing campaigns
• Engaging members in conversations to identify their immediate needs
• Maintaining knowledge of our current investment and retail banking services and products
• Promoting referrals to Wealth Management, Business Banking teams, and third-party providers
• Understanding local market trends and economic conditions
• Adhering to all policies, procedures, and regulatory requirements to mitigate risks
• Providing an outstanding member experience following Servus' best practices
• Contributing to a culture of teamwork, positivity, and collaboration
• Maintaining a positive community image for Servus

Qualifications include at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service, and a high school diploma.

Valuable additional education or certifications 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 seek candidates whose personal values align with our cooperative principles. We embrace diversity and celebrate our credit union culture, committing to our member-owners and communities.

Benefits include:

• Training & Development Opportunities
• Career Advancement
• Flexible work options
• Competitive compensation with performance incentives
• Meaningful work aligned with individual and corporate goals
• Volunteer opportunities

For more information about our benefits, click here.

As employees and members, you'll enjoy profit sharing, voting rights, and other exclusive services and perks.

What happens next?

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

Join a team of diverse, authentic individuals working together to reimagine financial fitness. We value the richness of diverse backgrounds and experiences. Your skills, passion, and curiosity are welcome, even if you don't meet every requirement. We encourage you to apply!