Canada

Servus Credit Union Financial Advisor Role (Alberta)

Servus Credit Union Financial Advisor Role (Alberta)
Description
Drive member engagement as an Investment and Planning Consultant with Servus Credit Union across Ponoka, Rimbey, and Blackfalds. This full-time, permanent position features a competitive base salary and an attractive commission structure. At Servus Credit Union, we prioritize community and purposeful service. We seek an experienced consultant with a minimum of five years in financial advisory sales to build relationships with members, facilitate financial planning, and develop tailored sales strategies. Key Responsibilities: • Identify and meet the financial needs of members • Provide comprehensive financial planning support • Generate new business through proactive outreach • Establish and manage a strategic sales plan • Coach and mentor team members effectively Requirements: • 5 years of financial advisory sales experience • Completion of post-secondary education in finance • Must hold IFIC and MFDA licenses • Solid knowledge of financial products essential • Ensure compliance with regulations and policies Bring your financial acumen to Servus Credit Union and make a lasting impact on members' financial well-being. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2peack
Highlights
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Servus Credit Union Financial Advisor Role (Alberta) has been posted in the St. Albert Accounting, Financing & Banking category on Locanto.

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