Financial Advisor

Position: Financial Advisor Role at Servus Credit Union
Elevate your career as a Financial Advisor at Servus Credit Union's Coventry Hills Branch. Focus on building relationships while providing tailored financial solutions to support our members' goals.

Servus Credit Union is seeking a Financial Advisor/Senior Financial Advisor dedicated to innovative, people-first service. This role emphasizes identifying member needs, exceeding sales targets, and promoting an outstanding member experience. A passion for finance and community engagement is essential as you adhere to policies and help shape financial fitness for Albertans.

Key Responsibilities:

• Identify member opportunities for financial products

• Meet and exceed sales and referral targets

• Engage with members to assess their needs

• Promote Wealth Management and Business Banking referrals

• Contribute to a collaborative team culture

Requirements:

• Minimum 2 years in retail banking or finance

• High school diploma required; post-secondary preferred

• IFIC certification is a plus

• Strong communication skills for member engagement

• Commitment to Servus' values and community

Become a vital part of Servus' mission to support the financial well-being of our members.
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