Financial Advisor - Spruce Grove

Financial Advisor, Spruce Grove Branch Responsibilities - 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 Qualifications 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. - Post‑secondary education in Finance (or related studies) - Investment Funds in Canada Course & License (IFIC) Employment Eligibility - The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. Perks - Competitive compensation including performance‑based incentive pay and profit share - Flexible work options - Meaningful work towards individual and corporate goals - Opportunities to get involved and give back through an employee volunteer program Inclusion and Diversity Commitment At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Apply on Kit Job: kitjob.ca/job/2osceu