Connect First Credit Union
Servus Credit Union Financial Advisor
Job Description
Transform financial futures with Servus Credit Union as an Investment and Planning Consultant in Red Deer Rural. This in-person role combines advisory skills with sales strategy.
We are seeking a dedicated individual who thrives in a member-focused environment. You will identify financial needs and create actionable plans for our members across Olds and surrounding areas. This full-time role encourages professional growth while driving community engagement and client satisfaction.
Key Responsibilities: • Assess and meet members' comprehensive financial needs • Facilitate financial planning processes and guidance • Retain existing members while seeking new opportunities • Establish sales strategies for mid/high net worth clients • Provide coaching to enhance team performance
Requirements: • Minimum 5 years of financial sales expertise • Post-secondary education background • IFIC certification required • Must hold an active MFDA License • Proven knowledge of fi...
We are seeking a dedicated individual who thrives in a member-focused environment. You will identify financial needs and create actionable plans for our members across Olds and surrounding areas. This full-time role encourages professional growth while driving community engagement and client satisfaction.
Key Responsibilities: • Assess and meet members' comprehensive financial needs • Facilitate financial planning processes and guidance • Retain existing members while seeking new opportunities • Establish sales strategies for mid/high net worth clients • Provide coaching to enhance team performance
Requirements: • Minimum 5 years of financial sales expertise • Post-secondary education background • IFIC certification required • Must hold an active MFDA License • Proven knowledge of fi...