Drive member success as a Financial Advisor with Servus Credit Union in Alberta. This full time prospect 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 setting, 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.

📌 Financial Advisor Role At Servus Credit Union Calgary
🏢 Servus Credit Union
📍 Calgary