Join Servus Credit Union as a Senior Financial Advisor in Rimbey, Alberta. This full-time, on-site role emphasizes building robust member relationships and providing customized financial guidance. As a Senior Financial Advisor, you will report to the Branch Manager at Servus Credit Union's Rimbey location.
This role requires a solid background in retail banking, focusing on sales, member engagement, and exceptional customer service. You will play a crucial role in shaping financial wellness for our members. Key Responsibilities:
- Identify ideal financial solutions for members
- Achieve and exceed sales targets effectively
- Support marketing initiatives to bolster business development
- Communicate clearly with members about their needs
- Facilitate referrals to various service teams Requirements:
- Minimum 2 years in a relevant financial role
- High school diploma; advanced education in Finance preferred
- Investment Funds in Canada Course completion is a plus
- Commitment to cooperative principles and community welfare
- Strong communication and relationship-building skills Make a real difference in the lives of members at Servus as you excel in financial advisory services.