Senior Financial Advisor at Servus

Shape the financial fitness of members as a Senior Financial Advisor at Servus Credit Union's Seton Branch. Build relationships and deliver custom solutions focusing on community impact.

Servus Credit Union seeks an experienced Senior Financial Advisor. This role emphasizes innovative financial solutions, relationship building, and maintaining a positive community image. You will engage with members, identify their needs, and exceed sales targets through excellent communication and collaboration across teams.

Key Responsibilities:

• Identify financial solutions improving member fitness

• Meet and exceed sales and referral targets

• Engage with members to assess their immediate needs

• Promote Wealth Management and Business Banking referrals

• Adhere to regulatory requirements and best practices

Requirements:

• Minimum 2 years in retail banking or financial services

• High-school diploma; post-secondary education preferred

• Investment Funds in Canada Course & License (IFIC) preferred

• Strong communication and community engagement skills

• Commitment to cooperative values and team collaboration

Utilize your financial expertise and relationship-building skills to serve members in the Seton community.
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