Financial Advisor- Stony Plain/Wabamun

Servus Credit Union•Stony Plain, AB

4d•Hybrid

About The Position

Join Servus Credit Union, Canada's Largest Credit Union, as a Financial Advisor in our Stony Plain and Wabamun branches. This role reports to the Assistant Branch Manager, with the primary objective of developing long-term relationships with members, building trust, and delivering customized financial solutions to enhance their financial fitness. Servus Credit Union operates differently from banks, prioritizing people over profits, with members as owners. Every dollar earned is reinvested into members, employees, and communities. We are seeking passionate, values-driven individuals from all backgrounds who are eager to contribute meaningfully and grow their careers within an innovative, hardworking, collaborative, and community-rooted team.

Requirements

At least 2 years of retail banking or related financial industry experience, preferably in sales or customer service
High school diploma

Nice To Haves

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 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

Benefits

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
Profit sharing
Voting for the board of directors
Financial services provided to employees as members
Health and wellness benefits
Vacation
Retirement savings programs