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Financial Advisor
Job summary
A prominent credit union in Jasper, Alberta, seeks a Financial Advisor to identify financial solutions for members. The role requires at least 5 years of retail banking experience, emphasizing excellent communication and sales skills. This position offers competitive compensation, including performance-based incentives and career development opportunities, while promoting a positive community image. Ideal candidates will have a high school diploma and relevant financial qualifications.
Benefits
Qualifications
- At least 5 years of retail banking or related financial industry experience.
- High school diploma required.
- Post-secondary education in Finance or related studies.
- Investment Funds in Canada Course & License (IFIC).
- Personal Financial Service Advice (PFSA).
- Financial Planning I (FP1).
Responsibilities
- Identifying opportunities to match members with products and solutions.
- Meeting and exceeding sales targets and referral goals.
- Participating in business development plans and marketing campaigns.
- Providing outstanding member experience by adhering to best practices.
- Maintaining Servus’ positive image in the community.
Skills
Education
Servus Credit Union Jasper, AB – Permanent full‑time position (37.5 hours per week). Employment type: Permanent | Posting closes: February 6, 2026.
- 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.
- At least 5 years of retail banking or related financial industry experience, preferably in sales or customer service.
- High school diploma required.
- Post‑secondary education in Finance (or related studies).
- Investment Funds in Canada Course & License (IFIC).
- Personal Financial Service Advice (PFSA).
- Financial Planning I (FP1).
- Personal values aligning with cooperative values.
- Competitive compensation including performance‑based incentive pay and profit share.
- Training & Development Opportunities.
- Career Advancement Potential.
- Flexible work options.
- Meaningful work towards individual and corporate goals.
- Opportunities to get involved and give back through an employee volunteer program.
- Health and wellness, vacation and retirement savings programs.
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. Qualified applicants are invited to apply online.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.