Serve member-owners in Fort Saskatchewan as a full time Financial Advisor focused on customized solutions, referrals, and financial fitness.

At Servus Credit Union, the Financial Advisor brings the cooperative’s member-first purpose to everyday conversations. Reporting to the Branch Manager, you will build trust, identify immediate needs, and match members with appropriate products. The work includes sales goals, business development campaigns, and ongoing knowledge of financial services.

Key Responsibilities:

- Build long term relationships with credit union members
- Deliver customized financial solutions supporting financial fitness
- Participate in corporate and branch marketing campaigns
- Develop knowledge of mutual funds, loans, and underwriting
- Provide outstanding member experiences through Servus practices

Requirements:

- Minimum two years of related financial industry experience
- Sales or customer service experience preferred
- High school diploma required
- Post-secondary Finance education is valuable
- Investment Funds in Canada License is valuable

Use relationship building, financial product knowledge, and member conversations to deliver customized solutions at Servus Credit Union.

📌 Member Solutions Financial Advisor (Canada)
🏢 Servus Credit Union
📍 Canada