Financial Advisor Associate - Baseline Road
Financial Advisor Associate - Baseline Road
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Salary Not Disclosed
1 Vacancy
Job Description
Posting Closes: July 11 2025
Employment Status: Full-time Permanent
Servus is growing! We are currently looking for a Financial Advisor Associate at our Baseline Road Branch in Sherwood Park.
Reporting to the Assistant 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 follow-up with members handle discussions with walk-in 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:
- Post-secondary education in Finance (or related studies)
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.
Most importantly we are looking for candidates with enthusiastic energy and impeccable communication skills who are effortless in building rapport with our customers. If you are a positive organized and detail-oriented individual looking for a long-term career growth then we encourage you to apply!
Benefits
Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:
- Immediate financial service benefits
- Group RSP programs available after 3 months
- Minimum 3 weeks vacation and vacation purchase program
- Flexible group benefit plan
- Flexible health and/or wellness spending account
- Employee/family assistance program
- Profit Share
Imagine working for an organization that values diversity and inclusivity and where everyone collaborates for your you want to join a team ofcommunity leaderspassionate in making an impactapply now!
What happens next
Thank you for applying with Servus Credit Union! If you are shortlisted for this opportunity you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process please contact us at with the position and location you are interested in.
#indl
Required Experience:
IC
Employment Type
Advisor
