Financial Advisor Servus

Position: Become a Financial Advisor with Servus
Explore a fulfilling career as a Financial Advisor at Servus Credit Union's Lethbridge Scenic Drive branch. This full-time role focuses on building trust with members and providing tailored financial solutions.

Reporting to the Branch Manager, your aim is to foster long-term relationships with our members, helping them achieve financial fitness. You'll engage in business development and ensure member satisfaction by understanding their unique financial needs through effective communication. Stay updated on market trends and service offerings to deliver exceptional member experiences.

Key Responsibilities:

• Identify tailored product opportunities for members

• Exceed sales and referral objectives

• Assist in marketing and business development efforts

• Maintain awareness of local financial services and trends

• Ensure compliance with regulatory requirements

Requirements:

• Minimum 2 years' experience in financial services or retail banking

• High school diploma required

• Post-secondary education in Finance considered beneficial

• Investment Funds in Canada certification is a plus

• Valued personal alignment with Servus’ cooperative mission

Start a rewarding journey in financial advising at Servus Credit Union, where member-first values drive success.
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