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 needsConsistently meet or exceed financial sales targetsEngage in business development activities collaborativelyCommunicate effectively with members to understand their requirementsFollow compliance guidelines to mitigate risksRequirements:Minimum 2 years of experience in the financial sectorHigh school diploma is requiredPreference for post-secondary education in FinanceHolding the Investment Funds in Canada Course & License (IFIC) is a plusValid driver's license and reliable vehicle is essentialUtilize 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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