Servus Credit Union Financial Advisor Role (Alberta)
Servus Credit Union Financial Advisor Role (Alberta)
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Alberta, Canada
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Posted: less than a week ago
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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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Company nameConnect First Credit Union
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Job positionServus Credit Union Financial Advisor Role (Alberta)
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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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