Financial Advisor Role in Legacy Branch (Alberta)

Become a pivotal part of the Legacy Branch at Servus Credit Union as a Financial Advisor. Drive personalized financial strategies and enhance member relationships in Alberta's community-focused setting. Servus Credit Union is seeking dedicated individuals for its Financial Advisor role. Reporting to the Branch Manager, your mission is to build lasting relationships with members and deliver customized financial advice to promote financial well-being. Your expertise will be crucial in reaching sales targets and improving member experience through effective communication. Key Responsibilities: • Match members with suitable financial products • Meet and oversee sales and referral objectives • Assist in corporate and branch marketing initiatives • Engage members to ascertain their needs • Stay updated on competitive offers and economic trends Requirements: • 2+ years in retail banking or financial roles • High school diploma with a strong educational preference • Completion of Investment Funds in Canada Course & License (IFIC) • Commitment to cooperative principles • Ability to communicate effectively with clients Infuse your knowledge in finance and community engagement at Servus Credit Union. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pms7n