Financial Advisor - University District

Servus Credit Union; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading credit union in Alberta is seeking a full-time Financial Advisor to build long-term relationships with members and deliver customized financial solutions. The role involves meeting sales targets, engaging with members, and adhering to regulatory requirements. Candidates should have retail banking experience and a high school diploma, with additional finance education preferred. The position offers competitive compensation and a supportive work environment.

Benefits

Flexible work options

Competitive Compensation

Opportunities to get involved and give back

Qualifications

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

Responsibilities

• Identify opportunities to match members with products.
• Meet and exceed sales targets and referral goals.
• Provide outstanding member experience.

Skills

Communication

Sales

Education

High School Diploma

Post-secondary education in Finance

Job description

6 days ago Be among the first 25 applicants

Posting Closes : May 13th. 4 : 00 pm

Posting Closes : May 13th. 4 : 00 pm

Employment Status : Full-time, Permanent (37.5 hours per week)

We are currently looking for a full-time Financial Advisor at our University District branch.

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.

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)

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.

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 :

• 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!

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Customer Service

IT Services and IT Consulting

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