Servus Credit Union Financial Advisor Role (Spruce Grove)

Servus Credit Union Financial Advisor Role (Spruce Grove)

13 Aug
|
Servus Credit Union
|
Spruce Grove

13 Aug

Servus Credit Union

Spruce Grove

Become a Financial Advisor at Servus Credit Union in Spruce Grove! The role focuses on building member relationships and providing tailored financial solutions to enhance financial fitness. This position reports to the Branch Manager and requires developing long-term relationships with members.

You will connect members with suitable products, meet sales targets, and contribute to local business development efforts. Utilize your excellent communication skills to engage members and understand their needs while continuously enhancing your financial services knowledge. Key Responsibilities:

- Match members with suitable products and solutions
- Exceed sales targets and referral goals
- Engage in marketing campaigns for business development
- Build trust through excellent communication skills
- Provide an outstanding member experience adhering to best practices Requirements:
- Minimum 2 years in retail banking or financial services
- High school diploma required
- Valuable: Post-secondary education in Finance
- Investment Funds in Canada Course & License preferred
- Alignment with cooperative values Shape financial futures with your expertise as a Financial Advisor at Servus Credit Union!

📌 Servus Credit Union Financial Advisor Role (Spruce Grove)
🏢 Servus Credit Union
📍 Spruce Grove

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