Financial Advisor - Crescent Heights

Did you know that Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? We are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! We are one of Canada’s 50 Best Managed Companies and we are committed to being socially responsible and living the co-operative values. Through our operations, we strive to make a positive impact on our economy, the environment, and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.
It's the core of who we are and what we do.
Servus is growing! We are currently looking for a Financial Advisor at our Crescent Heights Branch.
If you are a gusty, innovative, and performance driven individual who is looking to make an impact, we would love to chat with you!
Posting Closes: June 21, 2023
Reporting to the Assistant 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:

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

Requirements
To qualify, you will need 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)
• Investment Funds in Canada Course & License (IFIC)
• Post-secondary education in Finance (or related studies)
• Financial Planning I (FP1)

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

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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