Financial Advisor - Flexible, Member-Owned

Servus Credit Union; Oakridge (OR); On-site; USD 47,000 - 64,000; Full time

Benefits offered by this job

Performance-based incentive pay

Profit sharing

Flexible work options

Volunteer program opportunities

Job summary

Servus Credit Union in Calgary's Oakridge Branch is hiring a full-time Financial Advisor/Senior Financial Advisor to develop long-term member relationships and deliver customized financial solutions. Reporting to the Branch Manager, you will engage members, meet sales targets, and collaborate with Wealth Management, Business Banking, and third-party providers.

The role requires at least 2 years in retail banking or related financial services, preferably in sales or customer service, plus

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).
• Investment Funds in Canada Course & License (IFIC).

Responsibilities

• 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 in business development plans through marketing campaigns
• Demonstrating strong communication to understand members' immediate needs
• Developing knowledge of investment/retail banking services and products
• Promoting referrals to Wealth Management, Business Banking and third-party providers
• Building knowledge of the local market and economic trends
• Adhering to audits, policies, and regulatory requirements to mitigate fraud or loss
• Providing outstanding member experience per Servus' practices
• Contributing to Servus' culture of teamwork and community involvement
• Maintaining Servus' positive image in the community

Skills

Retail banking

Sales experience

Customer service

Financial guidance

Education

Finance education

IFIC license

Job description

Servus Credit Union in Calgary's Oakridge Branch is hiring a full-time Financial Advisor/Senior Financial Advisor to develop long-term member relationships and deliver customized financial solutions. Reporting to the Branch Manager, you will engage members, meet sales targets, and collaborate with Wealth Management, Business Banking, and third-party providers.

The role requires at least 2 years in retail banking or related financial services, preferably in sales or customer service, plus