Financial Advisor Associate Or Financial Advisor - Clearview | Red Deer

Are you smart, gutsy, and driven? Looking to take that next step in your career? Look no further!

This opportunity could be right for you!

Servus is growing! We are currently looking for a full time temporary Financial Advisor I/II or Financial Advisor Associate for our Clearview Branch in Red Deer. Depending on qualifications and experience, the successful candidate could be placed in the entry-level position of FAA or the more senior FA I or II position. We want to help you grow!

Employment details: Full-time, temporary (approx. 12 months)

Compensation: $48,403 - $71,091 per annum

Clearview is a 6-day (Mon. thru Sat.), extended hour branch

Closing date: June 23rd end of day

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.

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

• Building a comprehensive knowledge of the local market, competitive offers, and economic trends
• Maintaining Servus' positive image in the community
• Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
• Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
• Participating and assisting in business development plans through corporate/branch marketing campaigns
• Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
• Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
• 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
• Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
• Meeting and exceeding sales targets and referral goals

Requirements

To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.

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

• Personal Financial Service Advice (PFSA)
• Financial Planning I (FP1)
• Investment Funds in Canada Course & License (IFIC)
• 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:

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

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.

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