Financial Advisor/ Senior Financial Advisor - Legacy
Servus Credit Union • northwestern alberta (high level), Canada
Role Description
Overview
Servus Credit Union is hiring for a
Financial Advisor/Senior Financial Advisor
in our Legacy Branch. Posting Closes: June 2, 2026. What You’ll Be Doing
Identifying opportunities to match members with the right products and solutions that help shape their financial fitness Meeting and exceeding sales targets and referral goals Participating in business development plans through corporate/branch marketing campaigns Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs) Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers Building a comprehensive knowledge of the local market, competitive offers, and economic trends Adhering to all audits, policies, procedures, and regulatory requ...
Servus Credit Union is hiring for a
Financial Advisor/Senior Financial Advisor
in our Legacy Branch. Posting Closes: June 2, 2026. What You’ll Be Doing
Identifying opportunities to match members with the right products and solutions that help shape their financial fitness Meeting and exceeding sales targets and referral goals Participating in business development plans through corporate/branch marketing campaigns Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs) Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers Building a comprehensive knowledge of the local market, competitive offers, and economic trends Adhering to all audits, policies, procedures, and regulatory requ...