Financial Advisor - Lamont

Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.

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 and assisting 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, etc.)

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 requirements to mitigate risks of fraud or loss

Providing outstanding member experience by adhering to Servus' best practices

Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration

Maintaining Servus' positive image in the community

What you bring:

To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.

Although not required, the following education/certificates are valuable assets:

Post-secondary education in Finance (or related studies)

Investment Funds in Canada Course & License (IFIC)

Personal Financial Service Advice (PFSA)

Financial Planning I (FP1)

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Competitive compensation including performance-based incentive pay and profit share

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Meaningful work towards individual and corporate goals

Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

#indh