Shape financial futures as a Financial Advisor with Servus Credit Union in Coventry Hills. Deliver tailored financial solutions while thriving in a people-first setting 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.

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