Financial Advisor I/Ii - Grimshaw

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're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level - if this sounds like you, then we'd love to chat!
We are looking for a Financial Advisor at our branch at Grimshaw, AB.
Additional Information:

• Employment Status: Full Time Permanent (37.5 hours per week)
• Compensation: $50,850 - $71,091 Per Annum (based on experience)
• Posting closes: As soon as a suitable candidate is found.

Reporting to the Branch Manager, you play an integral role in the delivery of superior personalized service to our members. As a Financial Advisor, you are driven to develop your knowledge and technical expertise so you can confidently deliver all financial products, including lending and investments. You will educate our members, using wealth management and debt management concepts, and identify opportunities to refer or sell additional products and services. Most importantly, you'll develop long term relationships with members, building trust and delivering customized financial solutions, ensuring success for our members, the branch, and Servus.
More specifically, the scope of your responsibilities will include, but are not limited to:

• Identifying opportunities to match members with the right products and solutions
• Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
• Providing outstanding member experience by adhering to Servus' best practices
• 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
• Meeting and exceeding sales targets and referral goals
• Developing and maintaining knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credit, loans, investments, etc.)
• Participating and assisting in business development plans through corporate/branch marketing campaigns
• Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
• Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
• Maintaining Servus' positive image in the community

Requirements
To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service. ideally, you should have completed post-secondary education in Finance (or related studies)
The following education/certificates will be required for the role. The successful candidate may or may not have these
The successful candidate will also be expected to obtain the following education/certificates:

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

Most importantly, we're looking for candidates who align with our values. We live our values in how we do business. We're not afraid to be different – in fact, we embrace our differences. We have a spirit that motivates us to give our best service to members every day. It's our values that attract many people to Servus – and keep them with us. We embrace our culture and heritage, and we pride ourselves on our strong commitment to the communities we serve and our efforts to build and maintain member loyalty. If this sounds like you, 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:

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

Servus is building a culture where diversity, equity, inclusion, and belonging are at the center of why we work and how we work. 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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