Elevate your career as a Financial Advisor in Stony Plain with Servus Credit Union, Canada’s largest credit union. Bring your expertise in retail banking and personalized financial solutions to help members achieve their goals.

In this role, you will develop long-term relationships with members, identify financial needs, and deliver tailored investment solutions. As an essential team member, you will support both Stony Plain and Wabamun branches. Your success will thrive through personal values aligned with our cooperative principles and a commitment to outstanding member experience.

Key Responsibilities:
• Identify financial opportunities for members
• Meet sales targets and referral goals
• Assist in business development marketing plans




• Engage members in conversation to assess needs
• Stay updated on investment and banking services

Requirements:
• At least 2 years in retail banking or similar
• Post-secondary education in Finance or related
• Investment Funds in Canada Course & License
• Personal Financial Service Advice certification
• Financial Planning I completion preferred

Serve the community by offering customized financial solutions as part of the dedicated team at Servus Credit Union.
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📌 Financial Advisor at Servus Credit Union (Alberta)
🏢 Servus Credit Union
📍 Alberta