Member-First Financial Advisor — Growth & Impact

Servus Credit Union Ltd.; Alberta; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Profit sharing

Flexible work options

Volunteer program

Job summary

Servus Credit Union Ltd. in Rimbey, AB seeks a Financial Advisor to develop long-term member relationships and deliver customized financial solutions. You will identify opportunities, meet sales targets, and collaborate with Wealth Management and third-party providers.

The role emphasizes community focus, cooperative values, and delivering outstanding member experiences while complying with audits and regulatory requirements.

Qualifications

• Retail banking or financial industry experience required.
• Minimum 2 years in sales or customer service.
• Post-secondary Finance education or IFIC is preferred.

Responsibilities

• Match members with the right financial products and solutions.
• Meet and exceed sales targets and referral goals.
• Participate in business development campaigns.
• Develop knowledge of banking products and services (mutual funds, credits, loans, etc.).
• Promote referrals to Wealth Management and partners.
• Build knowledge of the local market and trends.
• Adhere to audits, policies, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Relationship building

Education

High school diploma

Finance studies

IFIC certificate

Job description

Servus Credit Union Ltd. in Rimbey, AB seeks a Financial Advisor to develop long-term member relationships and deliver customized financial solutions. You will identify opportunities, meet sales targets, and collaborate with Wealth Management and third-party providers.

The role emphasizes community focus, cooperative values, and delivering outstanding member experiences while complying with audits and regulatory requirements.