Financial Advisor Member Solutions Servus

Serve member-owners through relationship-based financial solutions as a Financial Advisor at Servus Credit Union’s Legacy Branch in Calgary. This full-time role is on-site.

Servus Credit Union seeks a values-aligned advisor to strengthen trust, support financial fitness, and maintain a positive community image. Reporting to the Branch Manager, you will contribute to marketing plans, referrals, product knowledge, teamwork, and compliant member service. The role requires at least two years of relevant experience and a high school diploma.

• Build long-term relationships with members and owners
• Provide customized financial solutions and member support
• Participate in corporate and branch marketing initiatives
• Refer members to Wealth Management and external providers
• Support audits, procedures, and fraud-risk controls

• At least two years of retail banking or related experience
• High school diploma required
• Sales or customer service experience preferred
• Post-secondary Finance studies preferred
• Investment Funds in Canada Course and License preferred

Support Servus member-owners with relationship building, financial knowledge, and compliant solutions from the Legacy Branch.