Servus Financial Advisor

Position: Servus Financial Advisor Role
Location: Stony Plain

Join Servus Credit Union as a Financial Advisor, covering Stony Plain and Wabamun. Focus on enhancing client financial fitness through personalized solutions and dedicated relationship building.

Reporting to the Assistant Branch Manager, this role emphasizes developing trust with members and matching them with appropriate financial products. You will engage potential clients, meet sales targets, and support business development efforts. Staying informed on local market trends will also be vital.

Key Responsibilities:

• Engage members to identify financial needs and solutions

• Meet and surpass sales and referral objectives

• Assist in corporate marketing campaigns for growth

• Demonstrate expertise in investment and banking products

• Comply with all audit and procedural requirements

Requirements:

• At least 2 years in retail banking or financial services

• High school diploma is required; further education is a plus

• IFIC certification is beneficial for applicants

• Previous sales or customer experience preferred

• Must pass background checks for employment

Drive financial wellness in the community through effective advisory services at Servus.
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