Financial Services Representative- Full Time

We are hiring for a Financial Advisor for our Lacombe Branch . Full-time; Posting Closes: Friday, May 8, 2026

Reporting to the Branch Manager, the primary objective of the Financial Advisor is to develop long-term, trust-based relationships with members by providing customized financial solutions that address their unique needs and aspirations.

The Financial/Senior Financial Advisor will support individual, branch, and corporate initiatives, actively participating in campaigns that advance the growth and profitability of the credit union.

As an ambassador of the credit union, the Financial/Senior Financial Advisor fosters an environment where members feel welcomed and supported, perceive staff as knowledgeable, and recognize the credit union as a responsible corporate citizen. Through excellence in service and financial guidance, this role plays a vital part in enhancing the financial well-being of members and advancing the credit union’s reputation and success.

Educate and assist members in using all service delivery channels, including digital and self-serve options, to ensure a seamless experience.

Review reports on new accounts and term maturities to identify variances, taking necessary action or escalating issues to internal personnel.

Conduct routine loan audits by reviewing reports, identifying issues, and initiating corrective actions as per established procedures.

Apply risk management policies and audit control standards in daily work to maintain compliance and mitigate risks.

Ensure all daily activities align with safety, legal, and privacy requirements in accordance with policies and procedures.

Audit conscious, no cash write-off, new account openings, AML, credit & deposit compliance, adhere to First time right (credit) compliance.

Identify personal professional development goals and complete related activities to enhance employee engagement and enablement.

Actively participate in regular goal-setting meetings and coaching sessions to support continuous growth and performance.

Incorporate Members First Common Activities into daily routines, including proactive outreach strategies.

Conduct outbound calls, retention calls, proactive follow-ups, and pre-booked appointments to promote member retention, growth, and acquisition.

Demonstrate the member connection / pillars of advice (financial planning behaviors) with all types of transactions to influence solution ratio.

3-4 years' experience in a customer service.

• 2- 3- years' experience in retail lending/credit and investments with a demonstrated ability to build member relationships.
• Proficient in using technology, including mobile banking applications, with strong computer literacy and the ability to quickly learn new systems and tools.

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.

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

Flexible work options

Meaningful work towards individual and corporate goals

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!

Please note applications will only be accepted online and only those applicants under consideration will be contacted.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Qualified applicants are invited to apply online.

Please note applications will only be accepted online and only those applicants under consideration will be contacted.

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