Canada’s Largest Credit Union! We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre!

Join Servus Credit

Union - Canada’s Largest Credit Union! We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre!

Employment Status: Full-time, successful candidates must be currently residing in Alberta.

Additional Information: This full-time position has the expectation to work adaptable shifts, as our contact centre is open 24 hours, Monday-Sunday, including rotational shifts of days, evenings, weekends, and holidays.

At Servus Credit

Union, we do things differently—because we’re a credit union, not a bank. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you. Reporting to the Team Lead, your primary objective is to develop long term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money. Meeting and exceeding daily sales targets by building rapport, asking meaningful open-ended questions, and uncovering member needs on every applicable call.





Proactively applying sales and relationship-building techniques to achieve and exceed business development targets through inbound member conversations, including proactive loan dollars, deposit growth, new memberships, and chequing account opportunities. Answering member inquiries and provide exceptional member service via inbound calls, emails, chat, SMS, video calls. Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals, along with a professional telephone manner and strong multi-tasking abilities.

Assisting members regarding technical inquiries or requests related to their online and mobile banking needs (e.g., setting passwords, updating member database, security-related tasks, etc.). Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards. To qualify, you will need at least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking, and a high school diploma.

Although Not

Required, The Following Education/certificates Are Valuable Assets Post-secondary education in Finance (or related studies) Moreover, we are highly motivated in hiring candidates with flexible schedules, as the position requires day,



evening, and weekend shift commitments. Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday.

We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: Competitive compensation including performance-based incentive pay and profit share Training & Development Opportunities Adaptable work options Meaningful work towards individual and corporate goals This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide with a few additional perks!

At Servus Credit

Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.

Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. #

📌 Personal Financial Planner (Full-time Permanent Job) (Red Deer)
🏢 Servus Credit Union
📍 Red Deer