Financial Advisor Role at Servus Credit Union
Servus Credit Union • fairview, Canada
Role Description
Join Servus Credit Union in a Financial Advisor role focused on member financial health at the Legacy Branch. Drive sales initiatives and deliver personalized solutions to clients.
As a Financial Advisor/Senior Financial Advisor at Servus, you will leverage your retail banking experience to meet sales targets and engage with members. Knowledge of financial products and excellent communication skills are essential as you help shape members' financial futures. Your participation in business development will also enhance the brand's community presence.
Key Responsibilities:
• Assess and match members with suitable financial products
• Exceed sales and referral goals regularly
• Conduct marketing campaigns for business development
• Build knowledge of investment banking services
• Ensure compliance with policy and regulatory standards
Requirements:
• Minimum 2 years of retail banking or customer service experience
• Bachelor's degree in Finance or related stud...
As a Financial Advisor/Senior Financial Advisor at Servus, you will leverage your retail banking experience to meet sales targets and engage with members. Knowledge of financial products and excellent communication skills are essential as you help shape members' financial futures. Your participation in business development will also enhance the brand's community presence.
Key Responsibilities:
• Assess and match members with suitable financial products
• Exceed sales and referral goals regularly
• Conduct marketing campaigns for business development
• Build knowledge of investment banking services
• Ensure compliance with policy and regulatory standards
Requirements:
• Minimum 2 years of retail banking or customer service experience
• Bachelor's degree in Finance or related stud...