Financial Advisor at Servus Credit Union (Alberta)
Financial Advisor at Servus Credit Union (Alberta)
-
Alberta, Canada
-
Posted: less than a week ago
-
Save
Description
Become a Financial Advisor at Servus Credit Union's Namao Centre Branch. This role focuses on building relationships and delivering customized financial solutions that enhance member financial fitness. In this position, you will report directly to the Branch Manager. You will develop long-term relationships with members, identify their needs, and match them with suitable financial products. With a focus on meeting sales targets, your communication skills will play a crucial role in engaging members and fostering trust. Key Responsibilities: • Identify member needs and suggest appropriate financial solutions • Exceed sales targets and referral goals consistently • Participate in corporate marketing campaigns • Maintain knowledge of investment and retail banking products • Adhere to regulatory requirements and mitigate risks Requirements: • Minimum 2 years in retail banking or financial services • High school diploma required; post-secondary in Finance preferred • Experience in sales or customer service is valuable • Familiarity with local market trends is a plus • Robust alignment with Servus' cooperative values Leverage your financial industry experience to make a difference at Servus Credit Union and support community-driven initiatives. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2phifv
Highlights
-
Company nameServus Credit Union
-
Job positionFinancial Advisor at Servus Credit Union (Alberta)
Safety Tips
Be careful with commission-based ’work-from-home’ positions that offer an unrealistically high income.
More info about this ad
Financial Advisor at Servus Credit Union (Alberta) has been posted in the St. Albert Accounting, Financing & Banking category on Locanto.
Right now, this is the only ad posted in this category in St. Albert.
There are more ads within a 15 km radius for this category. If you want to view those ads, click here.