Financial Advisor at Servus Credit Union

Become a Financial Advisor at Servus Credit Union's Namao Centre Branch. This role focuses on building relationships and delivering customized financial solutions that enhance member financial fitness.
In this position, you will report directly to the Branch Manager. You will develop long-term relationships with members, identify their needs, and match them with suitable financial products. With a focus on meeting sales targets, your communication skills will play a crucial role in engaging members and fostering trust.
Key Responsibilities:
• Identify member needs and suggest appropriate financial solutions
• Exceed sales targets and referral goals consistently
• Participate in corporate marketing campaigns
• Maintain knowledge of investment and retail banking products
• Adhere to regulatory requirements and mitigate risks
Requirements:
• Minimum 2 years in retail banking or financial services
• High school diploma required; post-secondary in Finance prefe...

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Submit your application today and join our talented team at Servus Credit Union.

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