Financial Advisor at Servus Credit Union

Become a Financial Advisor at Servus Credit Union's Lethbridge Scenic Drive branch and help members achieve their financial goals. This full-time position emphasizes relationship building and tailored financial solutions.

As a key member of our team, you'll report to the Branch Manager while promoting member engagement and financial fitness. Your role involves identifying suitable products for members and exceeding sales goals through effective communication and collaboration. With a focus on community and values-driven service, you will contribute to Servus' commitment to its members and the local economy.

Key Responsibilities:
• Identify opportunities for tailored financial products
• Meet and exceed sales and referral goals
• Engage with members to determine their financial needs
• Maintain knowledge of local market and competitive offers
• Ensure adherence to policies and regulatory requirements

Requirements:
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Ready to Apply?

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

Submit Application