Financial Advisor Associate Jobs

Position Closes: August 31, 2023

Compensation: $48,403 - $60,504 per annum

This is a full time permanent position

Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022! Driven by cooperative values, one might even say we're member-obsessed – because helping our members feel good about their money through improved financial fitness builds better lives and stronger, more resilient communities.

Propelled by our aspirational values of being smart, gutsy and driven, Servus is growing, enhancing member and employee experience and shifting to a culture where we can easily deliver our best.

We're looking for a Financial Advisor Associate to join our team!

Reporting to the Branch Manager, our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

More specifically, the scope of your responsibilities will include, but are not limited to:

• With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
• Preparing and entering loan application information
• Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
• Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
• Opening and reviewing new accounts, following up with members as per member service guidelines
• Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness

Requirements

To qualify, you will need:

• High school diploma

Although not required, the following education/certificates are valuable assets:

• Banking experience
• Post-secondary education in Finance (or related studies)

Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.

Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!

Benefits

Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:

• Flexible group benefit plan
• Immediate financial service benefits
• 3 weeks' vacation and vacation purchase program
• Group RSP program available after 3 months
• Employee/family assistance program
• Flexible health and/or wellness spending account

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate in making an impact, apply now!

What happens next?

Thank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at [email protected] with the position and location you are interested in.

#indh