Financial Advisor - Lamont

Servus Credit Union • Lamont, AB

11d • Onsite

About The Position

Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape 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
• Profit sharing
• Voting for the board of directors
• Financial services
• Health and wellness
• Vacation
• Retirement savings programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED