Financial Advisor Opportunity At Servus Calgary

Financial Advisor Opportunity At Servus Calgary

29 Sep
|
Servus Credit Union
|
Calgary

29 Sep

Servus Credit Union

Calgary

Take your financial career further with Servus Credit Union as a Financial Advisor at the Seton Branch, Calgary. This full time, in office position emphasizes building relationships and achieving sales targets. Reporting to the Branch Manager, your main goal will be to develop long-term relationships with members while providing them with personalized financial solutions.

You will actively engage in driving sales and referrals while supporting business development plans tailored to community needs. Key Responsibilities:
Identify and recommend products that fit member needs
Consistently meet or exceed financial sales targets
Engage in business development activities collaboratively
Communicate effectively with members to understand their requirements
Follow compliance guidelines to mitigate risks Requirements:
Minimum 2 years of experience in the financial sector
High school diploma is required
Preference for post-secondary education in Finance
Holding the Investment Funds in Canada Course & License (IFIC) is a plus
Valid driver's license and reliable vehicle is essential Utilize your skills to enhance financial fitness for members at Servus Credit Union.

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

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