More jobs:
Financial Advisor
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-07-21
Listing for:
Servus Credit Union
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Loan Officer / Lending, Bank Customer Service
Job Description & How to Apply Below
Become part of Servus Credit Union as a Financial Advisor in Calgary, Alberta.
Your role will focus on delivering customized financial solutions and enhancing member engagements.
The Sunridge Branch is looking for a driven Financial Advisor. This position is key to fostering long-term member relations, understanding their needs and presenting viable financial solutions. The ideal candidate will bring an innovative approach to advisory services while adhering to Servus’ focus on community and member values.
Key Responsibilities:
• Match members with suitable financial solutions
• Achieve defined sales and referral goals
• Contribute to business development plans and marketing efforts
• Engage in meaningful conversations with members
• Stay updated on investment and retail banking products
Requirements:
• At least 2 years of experience in retail banking or finance
• High school diploma is mandatory
• Preference for post-secondary finance education
• Investment Funds in Canada Course is a plus
• Commitment to Servus' cooperative values
Utilize your client relationship skills and passion for finance with Servus Credit Union in Calgary!
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