Servus Credit Union Financial Advisor (Canada)

Servus Credit Union Financial Advisor (Canada)

22 Aug
|
Servus Credit Union
|
Canada

22 Aug

Servus Credit Union

Canada

Take on the role of Financial Advisor at Servus Credit Union in Fort Saskatchewan. Help members achieve financial goals through personalized services and solutions.
In the Financial Advisor position at Servus Credit Union, you'll be instrumental in fostering relationships with members in Fort Saskatchewan. This role requires a minimum of two years in retail banking or financial services, along with a passion for providing tailored solutions. You'll engage in sales initiatives, develop business strategies, and enhance your expertise in various banking products.
Key Responsibilities:
• Identify suitable financial solutions for members
• Achieve and surpass sales and referral benchmarks
• Assist in developing marketing and business growth plans




• Communicate effectively to identify immediate member needs
• Maintain knowledge of investment and retail banking services
Requirements:
• At least two years in the banking or financial sector
• High school diploma essential; further education beneficial
• Certificated qualifications in finance preferred
• Robust communication ability necessary
• Commitment to community values and Servus' principles
Help shape the financial future of members with your expertise at Servus.
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📌 Servus Credit Union Financial Advisor (Canada)
🏢 Servus Credit Union
📍 Canada

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