Servus Financial Advisor

Position: Join Servus as a Financial Advisor
Location: Drayton Valley

Step into the role of Financial Advisor at Servus Credit Union's Drayton Branch. Create personalized financial solutions while exceeding sales targets and nurturing member relationships.

Servus Credit Union seeks a dynamic Financial Advisor dedicated to improving members' financial health. Your key responsibilities will include delivering tailored financial advice, meeting referral goals, and supporting branch marketing initiatives. Strong communication abilities and extensive knowledge of banking services will be critical to succeed in this collaborative environment.

Key Responsibilities:

• Build lasting member relationships through trust

• Achieve and exceed sales and referral goals

• Conduct market research on products and services

• Ensure compliance with all audits and regulations

• Deliver an exceptional member experience

Requirements:

• Minimum 2 years in retail banking or financial services

• High school diploma is required

• Post-secondary studies in Finance are beneficial

• Investment Funds in Canada Course gives preference

• Alignment with cooperative principles and values

Enhance your financial services career by fostering member relationships at Servus Credit Union.
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