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Financial Advisor Jobs
Company | Servus Credit Union |
Address | Rimbey, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-10-01 |
Posted at | 8 months ago |
Posting Closes: September 22th, 2023, end of day
- Meeting and exceeding sales targets and referral goals
- 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
- 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
- Maintaining Servus' positive image in the communit
- Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
- Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
- Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
- Building a comprehensive knowledge of the local market, competitive offers, and economic trends
- Post-secondary education in Finance (or related studies)
- Personal Financial Service Advice (PFSA)
- Investment Funds in Canada Course & License (IFIC)
- Financial Planning I (FP1)
- Immediate financial service benefits
- Flexible group benefit plan
- Profit Share
- 3-week vacation and vacation purchase program
- Employee/family assistance program
- Group RSP programs available after 3 months
- Flexible health and/or wellness spending account
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