Elevate your career as a Financial Advisor with Servus Credit Union, located at West Springs. Focus on providing personalized financial solutions and building member trust through service.
Servus Credit Union invites passionate individuals to apply for the Financial Advisor/Senior Financial Advisor role. Your objective will be to engage with members, identify their needs, and exceed sales targets while adhering to best practices. Your contributions will enhance Servus' positive community impact.
Key Responsibilities:
• Identify the right financial products for members
• Achieve and surpass sales objectives
• Participate actively in business development plans
• Communicate effectively to assess member needs
• Ensure adherence to audits and regulatory standards
Requirements:
• Minimum 2 years’ experience in retail banking
• High school diploma is a requirement
• Preferred: post-secondary education in finance
• Completion of IFIC is a plus
• Alignmen...