Financial Advisor - Taradale

Servus Credit Union • Calgary, AB

9d • Onsite

About The Position

Join Servus Credit Union, Canada’s Largest Credit Union, as a Financial Advisor in the Taradale Branch. Servus Credit Union operates differently from traditional banks, prioritizing people over profits. Every dollar earned is reinvested into members, employees, and communities through profit sharing, competitive rates, and local initiatives. The organization seeks passionate, values-driven individuals from all backgrounds who align with their cooperative values and are eager to contribute meaningfully. The role reports to the 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.

Requirements

• At least 2 years of retail banking or related financial industry experience, preferably in sales or customer service
• A 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
• Health and wellness benefits
• Vacation
• Retirement savings programs
• Additional perks as a credit union member

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees