Financial Advisor - Innisfail
Financial Advisor - Innisfail
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Job Description
Posting Closes: May 2nd 2025 @ 4:00 pm (MST)
Employment Status: Fulltime 37.5 hours per week (Monday Saturday; extendedhour branch)
Servus Credit Union is Albertas largest memberowned credit union known for building strong resilient communities by helping our members feel good about their money. One of Canadas Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes Worlds Best Banks list for two years in a row we are a team of smart gutsy and driven individuals.
Servus is growing! We are currently looking for a fulltime Financial Advisor at our Innisfail branch.
Reporting to the Branch Manager your primary objective is to bring our noble purpose to life by developing long term relationships with members building trust and delivering customized financial solutions that shape their financial fitness.
More specifically the scope of your responsibilities will include but are not limited to:
- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Meeting and exceeding sales targets and referral goals
- Participating and assisting in business development plans through corporate/branch marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g. mutual funds underwriting credits loans investment needs etc.
- Promoting referrals to our Wealth Management Business Banking teams and our 3rd party providers
- Building a comprehensive knowledge of the local market competitive offers and economic trends
- Adhering to all audits policies procedures and regulatory requirements to mitigate risks of fraud or loss
- Providing outstanding member experience by adhering to Servus best practices
- Contributing to Servus unparalleled culture of teamwork positivity and collaboration
- Maintaining Servus positive image in the community
Requirements
To qualify you will need at least 2 years of retail banking or related financial industry experience preferably in sales or customer service and a high school diploma.
Although not required the following education/certificates are valuable assets:
- Postsecondary education in Finance (or related studies)
- Investment Funds in Canada Course & License (IFIC)
- Personal Financial Service Advice (PFSA)
- Financial Planning I (FP1
Most importantly were looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. Were not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history and we pride ourselves on our strong commitment to our memberowners and to the communities we serve.
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness vacation and retirement savings programs we also provide other important benefits such as:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performancebased incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more click here.
At Servus our employees are also members. This means youll have all the benefits of being a member of the credit union including profit sharing voting for the board of directors and all of the services we provide with a few additional perks!
What happens next
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process please advise us at that time.
Discover a sense of belonging amongst a team of unique authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills passion and curiosity may find a sense of belonging at Servus so even if you dont check every box we encourage you to apply!
#indm
Required Experience:
Unclear Seniority
Employment Type
Advisor
