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Financial Advisor - Parkland Square | Red Deer
Company | Servus Credit Union |
Address | Red Deer, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-07-21 |
Posted at | 10 months ago |
Are you smart, gutsy, and driven? Are you passionate about "re-imagining financial fitness"? This could be the opportunity you have been looking for!
- 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
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
- Maintaining Servus' positive image in the community
- 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
- 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
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
- Meeting and exceeding sales targets and referral goals
- Financial Planning I (FP1)
- Post-secondary education in Finance (or related studies)
- Investment Funds in Canada Course & License (IFIC)
- Personal Financial Service Advice (PFSA)
- Flexible health and/or wellness spending account
- Profit Share
- Immediate financial service benefits
- Group RSP programs available after 3 months
- Flexible group benefit plan
- Minimum 3 weeks vacation and vacation purchase program
- Employee/family assistance program
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