Lethbridge Financial Advisor Position

Join Servus Credit Union as a Financial Advisor at our Lethbridge Scenic Drive branch. This full-time opportunity focuses on member relationships and delivering customized financial solutions.

In this vital position, you will work closely with the Branch Manager to enhance member financial fitness through tailored product offerings. Your responsibilities include developing business plans and engaging members to fulfill their immediate financial needs while achieving sales targets. Your deep understanding of market trends and financial products will enable you to serve our members effectively.

Key Responsibilities:

• Match members with appropriate financial products

• Achieve sales targets and enhance referrals

• Communicate effectively with members to identify needs

• Develop knowledge of investment and banking services

• Adhere to compliance and regulatory standards

Requirements:

• At least 2 years of experience in retail banking or financial services

• High school diploma necessary

• Preferred post-secondary education in Finance

• Investment Funds in Canada Course is beneficial

• Personal values aligned with cooperative principles

Pursue your career in financial advisory while making a positive community impact with Servus Credit Union.
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