Connect First Credit Union
Apply Now
Servus Credit Union Financial Advisor
Description
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...
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...