Financial Advisor​/Senior Financial Advisor - Seton

Description

Financial Advisor / Senior Financial Advisor at the Seton Branch.

We are a credit union, not a bank, and we place people before profits. Members are also our owners, so everything we earn is reinvested into people, employees and communities. We seek passionate, values‑driven people who can grow their career with an innovative, hardworking, collaborative team that is deeply rooted in the community.

Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by building long‑term relationships with members, delivering customized financial solutions that shape their financial fitness, and maintaining a positive image in the community.

• Identify opportunities to match members with products and solutions that improve their financial fitness
• Meet and exceed sales targets and referral goals
• Participate in business development plans through corporate/branch marketing campaigns
• Demonstrate excellent communication skills and engage members in conversations to determine their immediate needs
• Develop knowledge of current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs)
• Promote referrals to Wealth Management, Business Banking teams, and third‑party providers
• Build a comprehensive knowledge of the local market, competitive offers, and economic trends
• Adhere to all audits, policies, procedures and regulatory requirements to mitigate risks of fraud or loss
• Provide outstanding member experience by following Servus best practices
• Contribute to Servus culture of teamwork, positivity and collaboration
• Maintain Servus’s positive image in the community

At least 2 years of retail banking or related financial industry experience, preferably in sales or customer service, and a high‑school diploma.

Preference will be given to candidates with the following education/certificates:

• Post‑secondary education in Finance (or related studies)
• Investment Funds in Canada Course & License (IFIC)

We value candidates whose personal values align with our cooperative values. These values are evident in everything we do every day. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member‑owners and to the communities we serve.

We offer outstanding benefits in addition to standard health, wellness, vacation and retirement savings programs. Other important benefits include:

• Competitive compensation, including performance‑based incentive pay and profit share
• Flexible work options
• Meaningful work toward individual and corporate goals
• Opportunities to give back through an employee volunteer program

At Servus, employees are also members, giving you access to all credit union financial services and additional perks such as profit sharing and voting rights on the board of directors.

Employment Eligibility for external candidates: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

Equal Opportunity Statement: At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.