Canada

Financial Advisor at Servus Credit Union (Alberta)

Financial Advisor at Servus Credit Union (Alberta)
Description
Elevate your career as a Financial Advisor at Servus Credit Union’s Inglecroft branch. Use your expertise in retail banking to deliver tailored financial solutions and strengthen member relationships. Servus Credit Union is on a mission to create positive financial impacts for its members. As a Financial Advisor, you will leverage at least two years of experience in retail banking or customer service to identify opportunities and meet sales targets. Join a values-driven team that believes in putting people before profits while fostering community growth and collaboration. Key Responsibilities: • Identify ideal financial products for member needs • Meet and exceed sales targets and referral goals • Engage members with excellent communication skills • Develop knowledge of investment and retail banking services • Proactively contribute to business development efforts Requirements: • Minimum 2 years in retail banking or financial services • High school diploma required; post-secondary preferred • Completion of Investment Funds in Canada Course beneficial • Solid understanding of local market trends • Alignment with Servus cooperative values Achieve personal and community goals while serving the financial needs of Servus Credit Union members. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pe5fs
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Financial Advisor at Servus Credit Union (Alberta) has been posted in the St. Albert Accounting, Financing & Banking category on Locanto.

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