Financial Advisor at Servus Credit Union (Alberta)
Financial Advisor at Servus Credit Union (Alberta)
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Alberta, Canada
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Posted: less than a week ago
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Description
Shape financial futures as a full-time Financial Advisor at Servus Credit Union in Lethbridge, Alberta. Engage members with personalized financial solutions that promote their financial well-being. This role, reporting to the Branch Manager, focuses on developing deep, trusting relationships with members while exceeding sales targets. Ideal candidates possess a passion for community service, and a strong understanding of retail banking or related financial industries. You will drive growth through effective business development and marketing efforts. Key Responsibilities: • Identify financial solutions to meet member needs • Meet sales targets and referral goals consistently • Assist with business development and marketing campaigns • Communicate effectively to uncover member needs • Maintain compliance with audits and regulatory standards Requirements: • Minimum 2 years in retail banking or financial services • High school diploma required; post-secondary education preferred • IFIC and PFSA certifications recommended • Robust knowledge of investment and banking services • Excellent communication and interpersonal skills Drive financial success for members while thriving in a collaborative environment at Servus Credit Union. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pky54
Highlights
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Company nameConnect First Credit Union
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Job positionFinancial Advisor at Servus Credit Union (Alberta)
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