Become a Financial Advisor with Servus Credit Union at the Entwistle Branch, focusing on personalized financial solutions for members. This full-time, in-person position emphasizes building trust and long-lasting relationships.

The Financial Advisor will leverage their expertise in retail lending and customer service to assist members effectively. This role promotes the growth of the credit union by engaging in educational initiatives and providing sound financial guidance. You'll play a critical part in advancing the financial health of members while maintaining compliance across all operations.

Key Responsibilities:
• Assist members with service delivery via digital channels
• Provide insights on lending transactions and mutual funds




• Review current accounts and term maturities for variances
• Conduct audits to identify issues and solutions
• Collaborate with internal and external partners for business development

Requirements:
• Minimum 3-4 years in a customer-focused role
• 2-3 years in investments and retail credit
• Strong sales performance track record
• Skilled with technology and mobile applications
• Post-secondary education in finance preferred

Drive member satisfaction and success with expert advice at Servus Credit Union.
#J-18808-Ljbffr

📌 Financial Advisor Role in Entwistle Branch (Alberta)
🏢 Servus Credit Union
📍 Alberta