Financial Advisor Associate
Financial Advisor Associate
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Job Description
Posting Closes: May 21 2025 at 4:00 pm MST
Employment Status: Fulltime permanent
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.
We are looking for a fulltime Financial Advisor Associate in our Westlock branch.
Reporting to the Branch Manager our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate youll prepare documents for member meetings provide regular proactive contact and followup with members handle discussions with walkin members and a variety of administrative and branch support activities. Youll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.
More specifically the scope of your responsibilities will include but are not limited to:
- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
- Reviewing personal accounts for completeness accuracy and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
- Opening and reviewing new accounts following up with members as per member service guidelines.
- Preparing and entering loan application information.
- Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
- Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the members financial situation
- With accuracy processing member transactions such as deposits withdrawals loan and utility payments money orders credit card advances calculation of foreign and domestic exchange & cheque cashing
Requirements
To qualify you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.
Although not required the following education/certificates are valuable assets:
- Postsecondary education in Finance (or related studies)
- IFIC certification
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!
#indh
Required Experience:
IC
Employment Type
Temp
