Drive member success as a Financial Advisor with Servus Credit Union in Alberta. This full-time opportunity focuses on sales, relationship-building, and delivering exceptional member service around the clock.

As a Financial Advisor, your mission is to create long-lasting relationships with members, uncovering their needs through effective dialogues. Working in a rotational shift environment, you will utilize your sales skills to optimize financial solutions while providing top-notch service in a friendly atmosphere. Engaging with members via phone, chat, and video makes this role diverse and fulfilling.

Key Responsibilities:



• Build rapport and meet daily sales targets • Apply sales techniques to enhance product offerings • Provide exceptional service through multiple communication channels • Demonstrate sales and negotiation skills for deal closure • Assist with technical online banking questions and requests

Requirements: • Minimum of 2 years in sales or related experience • High school diploma required; finance education preferred • Versatile for shift work, including days and weekends • Prior call center experience is advantageous • Strong alignment with our cooperative values

Utilize your skills in finance and customer service to positively impact members’ lives at Servus Credit Union. #J-18808-Ljbffr

📌 Financial Advisor Role at Servus Credit Union (Winnipeg)
🏢 Servus Credit Union
📍 Winnipeg