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Added 12 mins ago
TC
Service Advisor
Toromont Cat
Concord, ON
- Full-time
Toromont Cat is looking for a Service Advisor to join our team in Toronto! This position will provide technical direction and accountability for scheduling all equipment repairs with both…
Added 12 mins ago
GA
Senior Advisor – Environment, Health and Safety (EHS)
Groupe ADF
Terrebonne, QC
- Full-time
With a strong presence in the field, the Senior EHS Advisor supports managers in risk management, regulatory compliance, and the continuous improvement of EHS performance. The incumbent…
Added 27 mins ago
A
Senior Manager, Technology Transformation
Amyantek
Toronto, ON
- Contract
…traditional portfolio/program management, Agile delivery, project-to-operations transition, or transformation strategy without direct product operating model implementation experience will…
Added 58 mins ago
C/
Coordinator, Information Management / Coordinateur, Gestion de l’information
CATSA / ACSTA
Ottawa, ON
- $62,889 to $78,610 CAD / year
- Contract
CATSA is a world leader in aviation security, mandated to protect the public by delivering security screening operations at 89 designated airports across Canada. As a Crown corporation,…
Added 3 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
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Client Advisor
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Regina, SK
- Full-time
· World-class sales training, coaching, and development opportunities
Added 7 hours ago
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David's Bridal
Winnipeg, MB
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Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 8 hours ago
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Stylist (Retail) (Part-time)
Mejuri
King, ON
- Part-time
…embodies our commitment to redefining luxury. As a trusted advisor to every customer, the Retail Stylist bridges the gap between beautiful jewelry and meaningful moments, ensuring every…
Added 8 hours ago
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Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- $16 to $25.8 CAD / hour
- Part-time
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Added 8 hours ago
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Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- $16 to $22.32 CAD / hour
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Added 10 hours ago
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Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 11 hours ago
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Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
Vous serez au cœur de nos opérations et aurez la chance de collaborer avec chacune des équipes : l’approvisionnement, le technique, l’administration, le marketing, l’entrepôt, les TI et…
Added 11 hours ago
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Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
opérations et aurez la chance de collaborer avec chacune des équipes :
Added 12 hours ago
A
Bilingual HR Advisor
ALS
Winnipeg, MB · Sudbury, ON · Thunder Bay, ON · CAN - ON - Sudbury
- Full-time
The HR Advisor works with the HR Manager to provide support in all areas of HR to an assigned client group. This role serves as a primary point of contact for managers, supervisors, and…
Added 12 hours ago
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PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 13 hours ago
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Manager Safety-1st Shift-RVI-Hanceville
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Hanceville, BC
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…workplace practices. The Safety Manager serves as a trusted advisor to plant leadership, championing behavioral safety, regulatory compliance, and best-practice sharing across the…
Added 13 hours ago
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HACCP Technician
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Calgary, AB
- Full-time
…HACCP, regulatory compliance, food safety programs, auditing, training, and document control while building the technical knowledge and practical skills required for progression within the…
Added 14 hours ago
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Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…area and work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A…
Added 14 hours ago
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Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…area and work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A…
Added 14 hours ago
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Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Full-time
…area and work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A…
Added 14 hours ago
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Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
Provide medical education and training to cross-functional internal partners, including sales representatives and medical science liaisons (MSLs).
Added 14 hours ago
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Senior Auditor, Operations | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create…
Added 14 hours ago
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Senior Auditor, Technology | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create…
Added 14 hours ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB
- Full-time
The HACCP Advisor is a key food safety leadership position responsible for supporting the QC Manager in the management, maintenance, and continuous improvement of the Plant's Food Safety…
Added 14 hours ago
A
Parts Advisor - South London Nissan
AutoCanada
London, ON
- $35 to $58 CAD / hour
- Other
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…

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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