Servus Credit Union
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Calgary Senior Financial Advisor Position
Description
Seize the opportunity as a Senior Financial Advisor at Servus Credit Union in Calgary’s Downtown Core. Your expertise will empower members through personalized financial solutions in this full-time, on-site role.
In this position, you will be the key contact for members seeking financial guidance, utilizing your skills to foster long-term relationships. Achieving sales goals and participating in marketing efforts are crucial aspects of this role. You will also ensure compliance with regulations while contributing to a positive branch culture.
Key Responsibilities:
• Match members with appropriate financial products
• Achieve sales and member referral targets
• Engage in business development efforts
• Stay informed about financial services and trends
• Uphold Servus’ positive community image
Requirements:
• Minimum of 2 years in the financial industry
• High school diploma or equivalent
• Finance-rela...
In this position, you will be the key contact for members seeking financial guidance, utilizing your skills to foster long-term relationships. Achieving sales goals and participating in marketing efforts are crucial aspects of this role. You will also ensure compliance with regulations while contributing to a positive branch culture.
Key Responsibilities:
• Match members with appropriate financial products
• Achieve sales and member referral targets
• Engage in business development efforts
• Stay informed about financial services and trends
• Uphold Servus’ positive community image
Requirements:
• Minimum of 2 years in the financial industry
• High school diploma or equivalent
• Finance-rela...