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Financial Advisor - Crossings Branch
Company | Servus Credit Union |
Address | Lethbridge, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-07-17 |
Posted at | 11 months ago |
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.
- Building a comprehensive knowledge of the local market, competitive offers, and economic trends
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
- Participating and assisting in business development plans through corporate/branch marketing campaigns
- Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
- Meeting and exceeding sales targets and referral goals
- Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
- Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Providing outstanding member experience by adhering to Servus' best practices
- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Maintaining Servus' positive image in the community
- Personal Financial Service Advice (PFSA)
- Financial Planning I (FP1)
- Post-secondary education in Finance (or related studies)
- Investment Funds in Canada Course & License (IFIC)
- Minimum 3 weeks vacation and vacation purchase program
- Group RSP programs available after 3 months
- Flexible group benefit plan
- Immediate financial service benefits
- Flexible health and/or wellness spending account
- Profit Share
- Employee/family assistance program
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