Financial Advisor - Westlock
About The Position
Servus Credit Union is Canada’s Largest Credit Union, operating differently from traditional banks by prioritizing people over profits. They reinvest earnings into members, employees, and communities through profit sharing, competitive rates, and local initiatives. They seek passionate, values-driven individuals aligned with their cooperative values, eager to contribute to an innovative, hardworking, collaborative, and community-rooted team. The Financial Advisor, reporting to the Assistant Branch Manager, is responsible for 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
- vacation
- retirement savings programs
- 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
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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
