Financial Advisor

Position: Financial Advisor at Servus Credit Union
Location: Drayton Valley

Become a Financial Advisor at Servus Credit Union’s Drayton Branch, focused on delivering customized financial solutions. Build strong member relationships and drive financial fitness with value-driven approaches.

Servus Credit Union is on the lookout for a talented Financial Advisor to join its Drayton Branch. This role emphasizes developing long-term relationships with members, ensuring tailored financial advice while achieving sales targets. Exceptional communication skills and knowledge in retail banking products will help in promoting superior member experiences.

Key Responsibilities:

• Identify financial solutions that fit members' needs

• Meet sales targets and actively refer services

• Engage in business development through marketing efforts

• Maintain in-depth knowledge of local market trends

• Adhere to policies and regulatory requirements

Requirements:

• At least 2 years of retail banking experience

• High school diploma is mandatory

• Post-secondary education in Finance is an asset

• IFIC Course & License is a plus

• Strong alignment with cooperative values

Embrace a role that focuses on member relationships and financial empowerment at Servus Credit Union.
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