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Added 7 mins ago
BC
Retail Account Manager
Benefit Cosmetics
Ottawa, ON
- $75,000 to $85,000 CAD / year
- Full-time
The Retail Account Manager (RAM) is responsible for all aspects of driving & achieving retail sales & budget goals in their assigned territory & door allocation. The RAM will work to…
Added 7 mins ago
M
Support Team Lead
Minga
Kelowna, BC
- Full-time
Track and report support metrics to the Sr. Manager, Support & Implementation
Added 7 mins ago
C
Sr. Manager, Vendor Governance & Contract Management
CIBC
Toronto, ON
- Full-time
The Senior Manager, Vendor Governance and Contract Management will oversee both pre-contract and post-contract activities across CIBC’s Technology vendor portfolio. In the pre-contract…
Added 7 mins ago
Customer Support Manager - Toronto
Volvo Group
Saint-Eustache, QC
The bus is moving, move forward with us as a Customer Support Manager – Toronto (Permanent)!
Added 7 mins ago
B
Managing Director & Head, Credit and Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
Support LUs that elect a greater PM role in new-business underwriting; origination retains client ownership and negotiation.
Added 7 mins ago
B
Data Scientist
BMO
Toronto, ON · BMOPLACE
- Full-time
…impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth…
Added 7 mins ago
Custom Engineering Specialist
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Calgary, AB
Support technical sales in preparing quotes by providing cost estimates and technical evaluations needed to secure customer orders
Added 7 mins ago
B
Personal Banker
BMO
London, ON
- Full-time
…and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and…
Added 7 mins ago
B
Senior Relationship Manager, Commercial Banking
BMO
Mississauga, ON · Oakville, ON · Peterborough, ON · Toronto, ON · FCP
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 8 mins ago
K
Shift Millwright $2K sign on bonus
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Huntsville, ON · Canada-Ontario-Huntsville
- Full-time
…feat, but it’s worth it when you’re recognized often by your manager, supported by your team, and see the products you produce being used by your own family at the end of the…
Added 23 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
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Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care on Medicine 6300 -…
Added 23 mins ago
HI
Auto Mobile Advisor
HUB International
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- Full-time
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Added 23 mins ago
B
ISO 20022 Product Manager
BMO
Toronto, ON · YNG
- Full-time
The ISO 20022 Product Manager defines and delivers the strategy, roadmap, and lifecycle management for ISO 20022-enabled payment products and capabilities. The role translates client,…
Added 23 mins ago
B
Finance Analyst, Winter 2027 (Co-op/Internship) - 4 Months
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Toronto, ON · FCP
- Full-time
…impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth…
Added 23 mins ago
P
Store Manager - Southcentre Mall
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- Full-time
The Store Manager will be the ultimate Pandora Fan. As the Store Manager, you will fully immerse yourself in our brand, culture, product whilst taking immense pride in delivering…
Added 23 mins ago
MDR Technician
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The Medical Device Reprocessing Technician shall work under the general direction of the Clinical Team Manager or designate to effectively reprocess medical devices according to CSA…
Added 23 mins ago
Dietary Aide
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Gimli, MB
Under the direction of the Manager, Support Services and Cook, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/ residents, staff,…
Added 23 mins ago
E
Dietary Supervisor (FSS) - Part Time (PT) - Arbour Heights
Extendicare
Kingston, ON · Arbour Heights
- Part-time
We may use artificial intelligence (AI) tools to support certain stages of the recruitment process, such as reviewing applications, analyzing resumes, or assessing candidate responses.…
Added 23 mins ago
FC
Facilities Coordinator
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Toronto, ON
- Full-time
As a Facilities Coordinator, you'll support day-to-day operations across Fidelity Canada's office locations while helping ensure our facilities, systems, and workplace services run…
Added 23 mins ago
E
Dietary Aide (Part time) - Arbour Heights
Extendicare
Calgary, AB · Arbour Heights
- Part-time
Reporting to the Director of Culinary Services/the Dietary Manager, the Dietary Aide provides support to the set up, preparation, serving and clean up associated with all meal services in…
Added 23 mins ago
EI
Senior Architect (Major Aviation Infrastructure)
Egis in Canada
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
WW+P is seeking Senior Architects to join our Toronto Studio and support the delivery of a major aviation infrastructure project.
Added 23 mins ago
EI
Senior Architect/Project Manager (Major Aviation Infrastructure)
Egis in Canada
Toronto, ON
- $100,000 to $130,000 CAD / year
- Full-time
WW+P is seeking a licensed Senior Architect / Project Manager to join our Toronto Studio and support the delivery of a major aviation infrastructure project.
Added 23 mins ago
CA
Data Engineering & Platforms Manager
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Markham, ON
- Full-time
The Manager will work closely with Finance, FP&A, Information Technology, operational leaders and system owners to ensure that reliable, timely and appropriately structured data is…
Added 23 mins ago
Registration & Financial Aid Assistant
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Toronto, ON · Scarborough, ON
It is the vision of the Office of the Registrar to connect every student to success by providing excellent service and support to students, faculty, staff and the broader community. Members…
Added 23 mins ago
Senior Procurement Specialist
ASSA ABLOY
ON · Woodbridge, ON
Support organizational transformation and continuous improvement efforts

Servus Credit Union

Universal Financial Associate -Okotoks

Okotoks, AB, T1S 1M3, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 3, 2026

Original job description

Join Servus Credit Union - Canada’s Largest Credit Union!

Posting Closes: November 17, 2026

We are looking for a full-time Universal Financial Associate in our Okotoks branch!

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, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

What you’ll be doing:

Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

What you bring:

At least 1 year of retail banking or sales experience in addition to your high school diploma.

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

Post-secondary education in Finance (or related studies)
IFIC certification

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: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

#indh

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More about this job

Responsibilities

The Universal Financial Associate supports branch operations by managing member banking needs, processing transactions, and providing administrative support. They also proactively engage with members to recommend financial products and services that improve their financial well-being.

Requirements

Candidates must have at least one year of retail banking or sales experience and a high school diploma. Post-secondary education in finance and IFIC certification are considered valuable assets.

Skills

Retail banking
Sales
Customer service
Financial advisory
Account management
Loan processing
Transaction processing
Administrative support
Financial fitness
Compliance
Product recommendation
Communication

Benefits

Health and wellness programs
Vacation
Retirement savings programs
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

Keywords

Retail Banking
Sales
Credit Union
Financial Services
Member Services
Account Opening
Loan Application
Financial Fitness
Compliance
Transaction Processing
IFIC Certification
Finance
Administrative Support
Banking Operations

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