Become a Financial Advisor at Servus Credit Union’s Crowfoot Branch. Focus on client relationships and delivering customized financial solutions while contributing to a community-first culture.
This full-time on-site role is designed for individuals with a minimum of two years in retail banking or financial sales. You'll identify members' needs, provide tailored advice, and promote Servus's values while driving sales initiatives. Your exceptional communication and interpersonal skills will foster strong member relationships.
Key Responsibilities:
• Identify and promote suitable financial products
• Exceed sales and referral goals in your branch
• Collaborate on business development campaigns
• Develop a comprehensive understanding of investment services
• Maintain compliance with all regulatory requirements
Requirements:
• At least 2 years of experience in finance or sales
• High school diploma is mandatory; post-secondary education preferred
• IFIC cer...