Explore your financial consulting career with Servus Credit Union as a Senior Financial Consultant in Bow Island. Engage members and provide tailored financial solutions in an in office role.

This full-time position reports to the Assistant Branch Manager and centers on building trust through financial advisement. You will be responsible for identifying financial opportunities, achieving sales targets, and contributing to community initiatives. Your experience will ensure members receive exemplary service while you adhere to best practices and regulations.

Key Responsibilities:



• Develop relationships and deliver customized financial advice • Achieve and surpass sales and referral goals • Assist in marketing plans and business development • Build knowledge of financial products and services offered • Commit to community engagement and teamwork

Requirements: • Minimum of 2 years experience in banking or financial sales • Required high school diploma; post-secondary education preferred • IFIC certification is an asset • Excellent interpersonal and communication skills • Compliance with audits and regulatory requirements

Become a pivotal financial resource at Servus Credit Union by enhancing member financial health.

📌 Bow Island Senior Financial Consultant (Cardston)
🏢 Servus Credit Union
📍 Cardston