Financial Advisor at Servus Credit Union (Fort Saskatchewan)

Financial Advisor at Servus Credit Union (Fort Saskatchewan)

09 Aug
|
Servus Credit Union
|
Fort Saskatchewan

09 Aug

Servus Credit Union

Fort Saskatchewan

Become a Financial Advisor at Servus Credit Union's Fort Saskatchewan Branch. Drive member relationships and deliver tailored financial solutions in a meaningful career.

Servus Credit

Union is seeking a Financial Advisor to enhance member financial health in Fort Saskatchewan. With at least two years of relevant financial experience, you will engage with members, identify needs, and exceed sales targets. This team-oriented role focuses on delivering customized solutions while participating in business development and broadening your investment knowledge. Key Responsibilities:

- Identify member needs and match them with financial products
- Meet and exceed sales targets and referral goals
- Assist in business development through marketing initiatives
- Communicate effectively to uncover member needs
- Develop knowledge of investment and banking services Requirements:
- Minimum two years in retail banking or financial services
- High school diploma required, post-secondary education is an asset
- Relevant industry certifications preferred
- Strong communication skills essential
- Commitment to Servus' cooperative values Shape financial fitness by providing customized advice and building trust with members at Servus.

📌 Financial Advisor at Servus Credit Union (Fort Saskatchewan)
🏢 Servus Credit Union
📍 Fort Saskatchewan

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