Vacancy Description
Join Servus Credit Union as a Financial Advisor in Coventry Hills, Calgary, AB. This on-site full-time position focuses on excellent member interaction and financial product solutions to meet diverse needs.
In this role, you will leverage your sales experience to identify and match members with financial products that enhance their financial health. A commitment to maintaining excellent communication and adhering to best practices in financial advising is crucial for achieving your sales targets.
Key Responsibilities:
• Engage in conversations to understand member needs
• Achieve and exceed sales and referral objectives
• Contribute to marketing efforts for business growth
• Maintain knowledge of banking and investment products
• Ensure compliance with audit and regulatory standards
Requirements:
• At least 2 years’ experience in banking or finance
• High school diploma necessary
• Preference for post-secondary education in Finance
• Investment Funds...
In this role, you will leverage your sales experience to identify and match members with financial products that enhance their financial health. A commitment to maintaining excellent communication and adhering to best practices in financial advising is crucial for achieving your sales targets.
Key Responsibilities:
• Engage in conversations to understand member needs
• Achieve and exceed sales and referral objectives
• Contribute to marketing efforts for business growth
• Maintain knowledge of banking and investment products
• Ensure compliance with audit and regulatory standards
Requirements:
• At least 2 years’ experience in banking or finance
• High school diploma necessary
• Preference for post-secondary education in Finance
• Investment Funds...
Ready to Apply?
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