Advisor Role in Namao Centre
Servus Credit Union • edmonton, Canada
Role Description
Step into the Financial Advisor position at Servus Credit Union's Namao Centre Branch. Focus on developing customized solutions that meet the financial needs of our valued members.
This role involves direct interaction with members, building trust, and ensuring their financial fitness. As a Financial Advisor, you will help identify opportunities for members and assist in recommending products that align with their goals. Your sales acumen and marketing skills will drive business development initiatives.
Key Responsibilities:
• Engage members to assess their financial needs
• Meet and surpass referral and sales targets
• Assist in business development marketing efforts
• Stay updated on investment and banking services
• Follow compliance and regulatory policies
Requirements:
• 2+ years in financial industry or retail banking
• High school diploma required; finance degree is ideal
• Strong sales or customer service background
• Knowledge of local econo...
This role involves direct interaction with members, building trust, and ensuring their financial fitness. As a Financial Advisor, you will help identify opportunities for members and assist in recommending products that align with their goals. Your sales acumen and marketing skills will drive business development initiatives.
Key Responsibilities:
• Engage members to assess their financial needs
• Meet and surpass referral and sales targets
• Assist in business development marketing efforts
• Stay updated on investment and banking services
• Follow compliance and regulatory policies
Requirements:
• 2+ years in financial industry or retail banking
• High school diploma required; finance degree is ideal
• Strong sales or customer service background
• Knowledge of local econo...