22 Sep
|
Servus Credit Union
|
Rimbey
22 Sep
Servus Credit Union
Rimbey
Join Servus Credit Union as a Senior Financial Advisor in Rimbey, Alberta. This full-time, in office 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
Robust communication and relationship-building skills Make a real difference in the lives of members at Servus as you excel in financial advisory services.
📌 Senior Financial Advisor Rimbey Branch
🏢 Servus Credit Union
📍 Rimbey