Senior Financial Advisor - Financial Planning (Edmonton)

Join Servus Credit Union - Canada’s Largest Credit Union! Financial Advisor Posting Closes: June 3, 4:00 pm Financial Advisor/S2-S3b Servus Credit Union , we do things differently—because we’re a credit union, not a bank. our members, our employees, and our communities . Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money. If you're excited to grow your career with a team that’s innovative, hardworking, cooperative and deeply rooted in community, 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. Identifying opportunities to match members with the right products and solutions that help shape their financial fitness 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 (, 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 Maintaining Servus' positive image in the community at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma. Post‑secondary education in Finance (or related studies) Investment Funds in Canada Course & License (IFIC) Personal Financial Service Advice (PFSA) Financial Planning I (FP1) Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're 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 member‑owners and to the communities we serve. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: Competitive compensation including performance-based incentive pay and profit share Training & Development Opportunities Flexible work options Meaningful work towards individual and corporate goals This means you'll 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 financial services we provide…with a few additional perks! Please note applications will only be accepted online and only those applicants under consideration will be contacted. At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. # Apply on Kit Job: kitjob.ca/job/2prj61