Senior Financial Advisor - Financial Planning

Join Servus Credit Union - Canada’s Largest Credit Union! We are hiring for a Financial Advisor/ Senior Financial Advisor in our Hinton Branch.

Posting Closes: For Internal Use Only: Financial Advisor/S2b, Senior Financial Advisor/S3b

At Servus Credit Union , we do things differently—because we’re a credit union, not a bank. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities . Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you .

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.

Identifying opportunities to match members with the right products and solutions that help shape their financial fitness

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

Maintaining Servus' positive image in the community

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.

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

#