Financial Advisor - Taradale

Servus Credit Union • Calgary, AB

63d • Onsite

About The Position

Join Servus Credit Union, Canada's Largest Credit Union, as a Financial Advisor at our Taradale Branch. At Servus, we operate differently from banks by prioritizing people over profits, making our members our owners. Every dollar earned is reinvested into our members, employees, and communities. We are seeking passionate, values-driven individuals from all backgrounds who are eager to contribute meaningfully. If you are excited to grow your career with an innovative, hardworking, collaborative team deeply rooted in the community, we want to hear from you. Discover a better way to work with Servus.

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
• 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…with a few additional perks!

What This Job Offers

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