Servus Credit Union Financial Advisor

Transform financial futures with Servus Credit Union as an Investment and Planning Consultant in Red Deer Rural. This in-person role combines advisory skills with sales strategy.

We are seeking a dedicated individual who thrives in a member-focused environment. You will identify financial needs and create actionable plans for our members across Olds and surrounding areas. This full-time role encourages professional growth while driving community engagement and client satisfaction.

Key Responsibilities: • Assess and meet members' comprehensive financial needs • Facilitate financial planning processes and guidance • Retain existing members while seeking new opportunities • Establish sales strategies for mid/high net worth clients • Provide coaching to enhance team performance

Requirements: • Minimum 5 years of financial sales expertise • Post-secondary education background • IFIC certification required • Must hold an active MFDA License • Proven knowledge of fi...

Ready to Apply?

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

Submit Application