Servus Credit Union
Join Servus as a Financial Advisor
Job Description
Become a Financial Advisor with Servus Credit Union in Red Deer and support our commitment to cooperative values. This full-time role focuses on member engagement and financial solution delivery.
Your responsibility will be to connect with members, understand their needs, and offer tailored financial advice. At Servus, we pride ourselves on our unique approach that prioritizes people over profits, ensuring a positive impact in our communities. Join a team that values collaboration and innovation.
Key Responsibilities:
• Connect members with appropriate financial products
• Achieve sales targets through member engagement
• Participate in cooperative marketing initiatives
• Uphold regulatory compliance and risk management
• Foster a positive community image for Servus
Requirements:
• At least 2 years in financial services or related fields
• Must possess a high school diploma
• Additional certifications like IFIC or PFSA are a plus
• Strong alignment w...
Your responsibility will be to connect with members, understand their needs, and offer tailored financial advice. At Servus, we pride ourselves on our unique approach that prioritizes people over profits, ensuring a positive impact in our communities. Join a team that values collaboration and innovation.
Key Responsibilities:
• Connect members with appropriate financial products
• Achieve sales targets through member engagement
• Participate in cooperative marketing initiatives
• Uphold regulatory compliance and risk management
• Foster a positive community image for Servus
Requirements:
• At least 2 years in financial services or related fields
• Must possess a high school diploma
• Additional certifications like IFIC or PFSA are a plus
• Strong alignment w...