Step into a Financial Advisor role at Servus Credit Union in Okotoks, AB. This full time position involves guiding members towards informed financial decisions.

Servus Credit Union is looking for a Financial Advisor or Senior Financial Advisor to provide personalized financial guidance for our members. In this role, you will engage with clients to help them achieve their financial objectives while promoting various banking solutions. Your success will be measured by your ability to meet sales and referral goals while being an active community member.

Key Responsibilities:



• Identify suitable financial solutions for members • Exceed sales and referral targets consistently • Engage in local marketing and business development • Communicate with members to understand needs • Maintain knowledge of banking products and services

Requirements: • Minimum 2 years in retail banking or financial services • Required high school diploma; preference for post-secondary education • Investment Funds in Canada Course & License advantageous • Align with Servus's cooperative values • Completion of background checks necessary for hiring

Drive financial progress and member satisfaction by bringing your expertise to Servus Credit Union in Okotoks.

📌 Okotoks Financial Advisor with Servus (Winnipeg)
🏢 Servus Credit Union
📍 Winnipeg