Senior Financial Advisor at Servus
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-04
Listing for:
Servus Credit Union
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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