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 (Winnipeg)
🏢 Servus Credit Union
📍 Winnipeg
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