Personal Financial Planner (Full-time Permanent Job)

Employment Status: Full-time, Permanent (37.5 hours per week)

This location is open Tuesday to Saturday. Candidates must have the flexibility to work a variety of shifts including later evenings Thurs/Fri, and Saturday until 3pm.

We are currently looking for a full-time Financial Advisor at our 107th Ave Branch!

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.

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.

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.

In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Training & Development Opportunities

Flexible work options

Competitive Compensation including performance-based incentive pay

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 services we provide … with a few additional perks!

We value and celebrate the richness that diverse backgrounds and experiences bring to our community.