Hirejobs Canada
Register
Auckland Jobs
Canterbury Jobs
Northland Jobs
Otago Jobs
Southland Jobs
Tasman Jobs
Wellington Jobs
West Coast Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Advisor - Jobs in Lloydminster

Servus Credit Union
Job LocationLloydminster
EducationNot Mentioned
Salary$50,850 - 60,504 per year
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent

Job Description

Compensation: $50,850 - $71,091 per annum plus benefitsPosting closes: September 20, 2023Employment status: Full-Time, PermanentServus Credit Union is Alberta #39;s largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022! Driven by cooperative values, one might even say we #39;re member-obsessed – because helping our members feel good about their money through improved financial fitness builds better lives and stronger, more resilient communities.Propelled by our aspirational values of being smart, gutsy and driven, Servus is growing, enhancing member and employee experience and shifting to a culture where we can easily deliver our best.We #39;re looking for two full-time Financial Advisors in Lloydminster: 18th Street Crossing Branch and Atrium Branch!Reporting to the Branch Manager, your primary objective 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 determine 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 #39; best practices
  • Contributing to Servus #39; unparalleled culture of teamwork, positivity, and collaboration
  • Maintaining Servus #39; positive image in the community
RequirementsTo 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 Courseamp; License (IFIC)
  • Personal Financial Service Advice (PFSA)
  • Financial Planning I (FP1)
Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!BenefitsWorking 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:
  • Immediate financial service benefits
  • Group RSP programs available after 3 months
  • Minimum 3 weeks vacation and vacation purchase program
  • Flexible group benefit plan
  • Flexible health and/or wellness spending account
  • Employee/family assistance program
  • Profit Share
Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate in making an impact, apply now!What happens nextThank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at careers@servus.ca with the position and location you are interested in.#indh

APPLY NOW

Financial Advisor Related Jobs

© 2021 HireJobsCanada All Rights Reserved