Elevate your career as a Financial Advisor at Servus Credit Union in Sherwood Park. Build lasting relationships with members and customize financial solutions to enhance their financial wellness.

As a Financial Advisor reporting to the Assistant Branch Manager, you will focus on helping members achieve their financial goals. Success in this role requires a dedication to customer service and meeting sales targets while understanding retail banking products. Your expertise will guide members towards the right solutions for their specific needs.

Key Responsibilities:
• Identify products and solutions for members’ financial fitness
• Meet sales targets and generate referrals
• Assist in executing business development marketing campaigns




• Communicate effectively to identify member needs
• Develop knowledge of investment and banking services

Requirements:
• Minimum 2 years in retail banking or financial services
• High school diploma; preference for post-secondary education
• Experience in sales or customer service
• Knowledge of financial planning and investment practices
• Align personal values with cooperative principles

This role emphasizes building trust and delivering exceptional member experiences tailored to community needs.
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📌 Financial Advisor at Servus Credit Union (Alberta)
🏢 Servus Credit Union
📍 Alberta