Financial Advisor Serving Stony Plain
S
Servus Credit Union
📍 stony plain, ab, Canada
Job Description
Enhance your career as a Financial Advisor with Servus Credit Union in Stony Plain, Wabamun, and Spruce Grove. Drive member engagement and deliver tailored financial solutions.
As a Financial Advisor reporting to the Assistant Branch Manager, your mission will be to foster long-term relationships with clients. You will identify financial opportunities, meet sales goals, and provide exceptional client service through effective communication. Continuous development of your industry knowledge will be key.
Key Responsibilities:
• Spot financial opportunities for member growth
• Exceed sales and referral targets effectively
• Lead and assist in business marketing initiatives
• Understand investment, credit, and banking products
• Ensure adherence to policy and regulations to avoid risks
Requirements:
• Minimum of 2 years in finance or retail banking experience
• High school education required; preference for post-secondary education
• Investment Funds in Can...
As a Financial Advisor reporting to the Assistant Branch Manager, your mission will be to foster long-term relationships with clients. You will identify financial opportunities, meet sales goals, and provide exceptional client service through effective communication. Continuous development of your industry knowledge will be key.
Key Responsibilities:
• Spot financial opportunities for member growth
• Exceed sales and referral targets effectively
• Lead and assist in business marketing initiatives
• Understand investment, credit, and banking products
• Ensure adherence to policy and regulations to avoid risks
Requirements:
• Minimum of 2 years in finance or retail banking experience
• High school education required; preference for post-secondary education
• Investment Funds in Can...