Closed listing
Financial Advisor/ Senior Financial Advisor - Deer Park Branch
- Red Deer, AB, T4R 2H6, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Experience
- 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.
- Posting language
- English
- Posted
Similar jobs hiring now
Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Join Servus Credit Union - Canada’s Largest Credit Union!
We are hiring for a full-time Financial Advisor/ Senior Financial Advisor in our Deer Park branch in Red Deer!
Posting Closes: September 29, 2026
At Servus Credit Union, we do things differently - because we’re a credit union, not a bank. And that difference matters.
We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.
We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.
Join Servus and discover a better way to work.
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.
What you’ll be doing:
- 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' best practices
- Contributing to Servus' unparalleled culture of teamwork, positivity, and collaboration
- Maintaining Servus' positive image in the community
What you bring:
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)
Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
Why Servus?
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:
- Competitive compensation including performance-based incentive pay and profit share
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!
What happens next?
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!
Employment Eligibility for external candidates: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.
More about this job
Responsibilities
The Financial Advisor will develop long-term member relationships and deliver customized financial solutions to improve financial fitness. They are responsible for meeting sales targets, promoting banking products, and ensuring adherence to regulatory and risk management policies.
Requirements
Candidates must have at least 2 years of retail banking or financial industry experience and a high school diploma. Preferred qualifications include post-secondary education in finance and professional certifications such as IFIC, PFSA, or FP1.
Skills
- Financial advising
- Sales
- Customer service
- Relationship management
- Business development
- Retail banking
- Investment products
- Communication
- Risk mitigation
- Financial fitness
- Mutual funds
- Credit analysis
- Loan processing
- Market analysis
Benefits
- Health and wellness programs
- Vacation
- Retirement savings programs
- Competitive compensation
- Performance-based incentive pay
- Profit share
- Training and development opportunities
- Career advancement potential
- Flexible work options
- Employee volunteer program
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
- Retail
Keywords
- Financial Advisor
- Retail Banking
- Sales
- Customer Service
- Mutual Funds
- Credit Union
- Wealth Management
- Business Banking
- Financial Fitness
- Investment Funds in Canada
- Personal Financial Service Advice
- Financial Planning
- Risk Management
- Regulatory Compliance
- Business Development
- Marketing Campaigns
- Underwriting
- Loans
- Credit Check
- Background Check