Financial Advisor​/Senior Financial Advisor - Coventry Hills

Job Category:
Sales 2

Requisition Number: FINAN
003363

• Full-Time
• On-site

Showing 1 location

Coventry Hills Branch
Calgary, AB , CAN

We are hiring for a Financial Advisor / Senior Financial Advisor in our Coventry Hills Branch.

Posting Closes:
July 10th, 2026

• Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
• Meeting and exceeding sales targets and referral goals
• Participating and assisting in business development plans through corporate/branch marketing campaigns
• Demonstrating excellent communication skills and engaging members in conversations to determine 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
• Building a comprehensive knowledge of the local market, competitive offers, and economic trends
• 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
• Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
• Maintaining Servus' positive image in the community

To qualify, you will need 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)

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

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide.

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.