Financial Advisor - Leduc, Canada - Servus Credit Union

Servus Credit Union

Verified Company

Leduc, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Posting Closes:
February 17, 2023 at 4:00pm

Employment Status:
Full Time (37.5 hours per week)

Compensation:
$50,850 to $71,091 per annum

Additional Information:
This is a Monday to Saturday branch.

Servus is growing We are currently looking for a
Financial Advisor within our
Leduc branch.

Reporting to the Assistant Branch Manager your primary goal is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.

More specifically, the scope of your responsibilities will include, but are not limited to:

Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
Meeting and exceeding sales targets and referral goals
Participating and assisting in business development plans through corporate/branch marketing campaigns
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Providing outstanding member experience by adhering to Servus' best practices
Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
Maintaining Servus' positive image in the community

Requirements:

To qualify, you will need
at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.

Although not required, the following education/certificates are valuable assets:

Post-secondary education in Finance (or related studies)
Investment Funds in Canada Course & License (IFIC)
Personal Financial Service Advice (PFSA)
Financial Planning I (FP1)

Benefits
Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities.

Some of our benefits include: