Financial Advisor - Scenic

Financial Advisor – Lethbridge Scenic Branch

Employment Status: In‑person;
Full‑time; 37.5 hours per week.

Reporting to the Branch Manager, the primary objective of the Financial Advisor is to develop long‑term, trust‑based relationships with members by providing customized financial solutions that address their unique needs and aspirations.

A key aspect of the role is educating members using wealth and debt management concepts, proactively referring or cross‑selling additional products and services. The Financial/Senior Financial Advisor supports individual, branch, and corporate initiatives, actively participating in campaigns that advance the growth and profitability of the credit union.

As an ambassador of the credit union, the Financial/Senior Financial Advisor fosters an environment where members feel welcomed and supported, perceive staff as knowledgeable, and recognize the credit union as a responsible corporate citizen. Through excellence in service and financial guidance, this role plays a vital part in enhancing members’ financial well‑being and the credit union’s reputation.

• Educate and assist members in using all service delivery channels, including digital and self‑serve options, to ensure a seamless experience.
• Refer to internal partners, small business, wealth and other opportunities.
• Provide advice around small business lending transactions and mutual funds advisory conversations.
• Review reports on new accounts and term maturities to identify variances, take necessary action or elevate issues to internal personnel.
• Conduct routine loan audits by reviewing reports, identifying issues, and initiating corrective actions as per established procedures.
• Apply risk‑management policies and audit‑control standards in daily work to maintain compliance and mitigate risks.
• Ensure all daily activities align with safety, legal and privacy requirements in accordance with policies and procedures.
• Maintain audit consciousness, avoid cash write‑offs, ensure new account openings comply with AML, credit and deposit regulations, and adhere to first‑time‑right compliance.
• Adhere to all mutual‑fund requirements.
• Identify personal development goals and complete related activities to enhance employee engagement and enablement.
• Actively participate in regular goal‑setting meetings and coaching sessions to support continuous growth and performance.
• Incorporate Members‑First common activities into daily routines, including proactive outreach strategies.
• Conduct outbound calls, retention calls, proactive follow‑ups and pre‑booked appointments to promote member retention, growth and acquisition.
• Demonstrate the member connection and pillars of advice (financial planning behaviours) with all transaction types to influence solution ratio.
• Participate in business‑development activities with internal (AG, Business, Wealth) and external partners (realtors, etc.) as part of the team Servus.

• 3–4 years’ experience in customer service.
• 2–3 years’ experience in retail lending/credit and investments with a demonstrated ability to build member relationships.
• Complex lending experience.
• Demonstrated achievement of sales targets.
• Proficient in using technology, including mobile banking applications, with strong computer literacy and the ability to quickly learn new systems and tools.

• Post‑secondary education in Finance (or related studies)
• Investment Funds in Canada Course & License (IFIC)
• Personal Financial Service Advice (PFSA)
• Financial Planning I (FP1)

• Competitive compensation including performance‑based incentive pay and profit share
• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don’t check every box, we encourage you to apply!

Qualified applicants are invited to apply online.