Financial Advisor at Servus Credit Union (Red Deer)

Financial Advisor at Servus Credit Union (Red Deer)

30 Jul
|
Servus Credit Union
|
Red Deer

30 Jul

Servus Credit Union

Red Deer

Embark on a rewarding career as a Financial Advisor at Servus Credit Union in Red Deer North Hill. This on-site role focuses on developing long-term member relationships and delivering tailored financial solutions.
As a Senior Financial Advisor at Servus, you will work directly with members to identify financial opportunities and provide customized solutions that enhance their financial fitness. Meeting sales targets, you will also contribute to business development via effective marketing campaigns. This vibrant role is for passionate team players who prioritize community impact and member satisfaction.
Key Responsibilities:
• Identify member needs and match with financial products
• Exceed sales targets and referral goals daily




• Assist in marketing campaigns for business development
• Demonstrate solid communication to engage members
• Build knowledge of investment and banking services
Requirements:
• Minimum 2 years in retail banking or financial services
• High school diploma required; post-secondary preferred
• IFIC course completion is an asset
• Alignment with cooperative values essential
• Ability to pass background and credit checks
Drive member success through tailored financial advice and relationship building at Servus Credit Union.
#J-18808-Ljbffr

📌 Financial Advisor at Servus Credit Union (Red Deer)
🏢 Servus Credit Union
📍 Red Deer

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor at servus credit union (red deer) / red deer