Financial Advisor - Scenic Drive

Servus Credit Union•Lethbridge, AB

9d•Onsite

About The Position

Servus Credit Union, Canada’s largest credit union, is hiring a full-time Financial Advisor for their Lethbridge Scenic Drive branch. Servus operates differently from traditional banks, prioritizing people over profits by reinvesting earnings into members, employees, and communities through profit sharing, competitive rates, and local initiatives. The company seeks passionate, values-driven individuals from all backgrounds who align with their cooperative values and are eager to contribute to an innovative, hardworking, collaborative, and community-rooted team. The primary objective of this role, reporting to the Branch Manager, is to develop long-term relationships with members, build trust, and deliver 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
High school diploma
Personal values align with our cooperative values

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
All the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide
Health and wellness programs
Vacation
Retirement savings programs