Servus Credit Union
Legacy Branch Senior Financial Advisor Position
Job Description
Join Servus Credit Union as a Senior Financial Advisor in the Legacy Branch and put members first. Develop exceptional financial strategies that resonate with community values in a profitable environment.
In this role, reporting to the Branch Manager, you will build enduring relationships with members and provide tailored financial solutions to enhance their financial health. Your focus will include meeting sales targets, executing marketing initiatives, and upholding our cooperative ethos.
Key Responsibilities: • Identify financial products to improve members' financial fitness • Exceed sales goals and referral benchmarks • Participate in corporate marketing plans • Communicate proactively with members to address needs • Maintain awareness of local market conditions and trends
Requirements: • At least 2 years in retail banking or financial services • High school diploma; further education preferred • Investment Funds in Canada Course & License (IFIC) • Align...
In this role, reporting to the Branch Manager, you will build enduring relationships with members and provide tailored financial solutions to enhance their financial health. Your focus will include meeting sales targets, executing marketing initiatives, and upholding our cooperative ethos.
Key Responsibilities: • Identify financial products to improve members' financial fitness • Exceed sales goals and referral benchmarks • Participate in corporate marketing plans • Communicate proactively with members to address needs • Maintain awareness of local market conditions and trends
Requirements: • At least 2 years in retail banking or financial services • High school diploma; further education preferred • Investment Funds in Canada Course & License (IFIC) • Align...