Financial Advisor Servus Credit Union (Fort Saskatchewan)

Financial Advisor Servus Credit Union (Fort Saskatchewan)

01 Nov
|
Servus Credit Union
|
Fort Saskatchewan

01 Nov

Servus Credit Union

Fort Saskatchewan

Build trusted member relationships as a full time Financial Advisor with Servus Credit Union in Fort Saskatchewan. Apply financial solutions through communication and sales.

Reporting to the Branch Manager, this Financial Advisor develops long term relationships and customized solutions supporting members’ financial fitness. The position requires retail banking or related financial industry experience, preferably in sales or customer service. You will also develop knowledge of investments, lending, and retail banking services.

Key Responsibilities:

- Identify products and solutions matching members’ financial needs
- Meet sales targets and referral goals
- Engage members to determine immediate needs
- Promote referrals to Wealth Management and Business Banking
- Follow policies, audits, and regulatory requirements

Requirements:

- At least two years of retail banking experience
- Related financial industry experience may qualify
- High school diploma required
- Secured Lending experience considered an asset
- Investment Funds in Canada Course and License valuable

Bring financial industry experience, member communication, and solution-focused sales to Servus Credit Union’s Fort Saskatchewan branch.

📌 Financial Advisor Servus Credit Union (Fort Saskatchewan)
🏢 Servus Credit Union
📍 Fort Saskatchewan

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