Member-First Financial Advisor — Flexible Hours

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

Benefits offered by this job

Profit sharing

Flexible work options

Meaningful work toward individual and/

Employee volunteer program

Job summary

Servus Credit Union in Lamont, AB is seeking a Financial Advisor to build long-term relationships with members and deliver customized financial solutions. You will identify opportunities, meet sales targets, and support community-focused initiatives in a collaborative team environment.

The role requires at least 2 years of retail banking or related financial experience and a high school diploma. Post-secondary finance studies and the IFIC license are valuable assets.

Qualifications

• At least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.
• Post-secondary education in Finance (or related studies) is valuable.
• Investment Funds in Canada Course & License (IFIC) is a valuable asset.

Responsibilities

• Identify opportunities to match members with products and solutions that fit their financial fitness.
• Meet and exceed sales targets and referral goals.
• Participate in business development plans through branch marketing campaigns.
• Demonstrate strong communication and engage members to determine needs.
• Develop knowledge of investment/retail banking services and products.
• Promote referrals to Wealth Management and 3rd party providers.
• Build knowledge of local market, offers, and economic trends.
• Adhere to audits, policies, and regulatory requirements to mitigate risks.
• Provide outstanding member experience and support Servus culture.
• Contribute to teamwork, positivity, and community involvement.

Skills

Retail banking experience

Sales experience

Customer service

Education

Post-secondary education in Finance

IFIC License (Investment Funds in Canada)

Job description

Servus Credit Union in Lamont, AB is seeking a Financial Advisor to build long-term relationships with members and deliver customized financial solutions. You will identify opportunities, meet sales targets, and support community-focused initiatives in a collaborative team environment.

The role requires at least 2 years of retail banking or related financial experience and a high school diploma. Post-secondary finance studies and the IFIC license are valuable assets.