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