Financial Advisor - Southgate
Financial Advisor - Southgate
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Job Description
Posting Closes: June 18th 2025
Employment status: Full-Time Permanent 37.5 hours per week
Additional Information: Korean language proficiency preferred
Please Note: This Branch is open Monday- Saturday with extended hours Thursday and Fridays
Servus Credit Union is Albertas largest member-owned 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.
Were looking for an experienced Financial Advisor at our Southgate branch in Edmonton!
Reporting to the Assistant 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:
- Post-secondary education in Finance (or related studies)
- Investment Funds in Canada Course & License (IFIC)
- Personal Financial Service Advice (PFSA)
- Financial Planning I (FP1)
Moreover Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We provide extensive training coaching and educational/personal development assistance to give you all the right tools to succeed and continually improve in this role.
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 performance-based 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!
#ind
Required Experience:
Unclear Seniority
Employment Type
Advisor
