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
🏢 Servus Credit Union
📍 Okotoks