Shape financial futures as a Financial Advisor with Servus Credit Union in Coventry Hills. Deliver tailored financial solutions while thriving in a people-first workplace focused on community support.

Servus Credit Union is looking for a Financial Advisor at the Coventry Hills Branch. In this role, you will cultivate long-term member relationships and identify solutions to enhance their financial health. You'll leverage your customer service and sales skills to exceed targets and contribute to effective marketing campaigns.

Key Responsibilities:
• Identify and match members with financial products
• Exceed sales targets and referral goals consistently
• Engage members through effective communication
• Develop knowledge of investment and banking services
• Adhere to regulatory policies and procedures

Requirements:
• 2 years of retail banking or financial experience
• High school diploma required
• Post-secondary education in Finance preferred
• Investment Funds in Canada Course & License advantageous
• Alignment with cooperative values and community focus

Drive member success with personalized financial advice and support your community at Servus Credit Union.
#J-18808-Ljbffr

📌 Financial Advisor at Servus Credit Union (Alberta)
🏢 Servus Credit Union
📍 Alberta