Financial Advisor, Credit Union
Job No:
142781
Location:
Multiple Locations, Alberta
- Join Canada's #2 Credit Union in Forbes' 2021 World's Best Banks list
- Offer a diverse range of financial services to our community members
- Be rewarded with competitive base salary, generous incentives, and full benefits
About Servus Credit Union Ltd.
At Servus Credit Union, we're building a better world, one member at a time. We've been shaping the financial fitness of Albertans for over 80 years with a full line of secure financial services. We help members manage their finances wherever they are, through more than 100 branches in 59 communities in Alberta. On top of 1,900 no-fee ATMs across Canada, our members have the flexibility to access our services through online, mobile, and our 24-hour Contact Centre. Most importantly, we re-invest our profits in our members and the communities we serve.
Earlier this year, Servus climbs to #2 on Canada on Forbes’ World’s Best Banks list (up from 5th in the same list in 2020). To learn more about Servus' services, community goals, and positive impacts within the province, visit our website.
About the Opportunity
Servus is growing! We are currently looking for full-time Financial Advisors in our various city centre, suburban, and rural branches all over Alberta.
Reporting to the Assistant Branch Manager and Branch Manager in one of our retail branches, your primary objective is to develop long term relationships with members by building trust and delivering customized financial solutions that meet their needs.
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
About You
To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service. Secondary education is also required in this role.
Although not required, the following education/certifications are valuable assets:
- Post-secondary education in Finance (or related studies)
- Investment Funds in Canada Course & License (IFIC)
- Personal Financial Service Advice (PFSA)
- Financial Planning I (FP1)
Moreover, Servus encourages candidates with strong desire to learn and improve their financial intelligence! We provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.
Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!
About the Benefits
As a valued member of the Servus' family, you will be awarded an annual base salary of $48,000 to $68,000 based on your education and experience, including:
- Generous incentives and bonus programs!
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- 15 days paid vacation per annum to start
- Extensive paid sick days, flex days, and study days
- Discount on banking products
- Learning and development, health, and wellness programs
- Career advancement through mentorship, education assistance, and valuable training
- Be a part of a well-respected network of 380,000 members, 100+ branches, and 2200 employees
- And many more!
Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate in making an impact, apply now!